3Q Wealth
Curated by SignalRobo advisory platform enhancing wealth management for clients and advisors.
Overview
3Q Wealth is a fintech company that focuses on providing robo advisory services specifically designed for wealth managers. The company utilizes automated, algorithm-driven investment strategies to support wealth managers in offering personalized portfolio management, estate planning, and corporate cash management services. Its platform is designed to integrate with existing systems to improve the client experience, featuring tools for market analysis, predictive forecasting, and performance tracking. The target audience includes CXOs, entrepreneurs, family business owners, and non-resident Indians (NRIs). 3Q Wealth aims to meet the demand for tailored wealth management solutions that promote wealth creation and facilitate intergenerational transfer. The firm places importance on security and knowledge-based strategies to enhance portfolio growth and client satisfaction.
Key facts
- Founded
- 2016
- Headquarters
- Pune, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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