Advent
Curated by SignalPortfolio management platform optimizing investment strategies for wealth managers.
Overview
Advent is a company that focuses on portfolio management solutions designed for wealth managers in the fintech industry. The platform incorporates technology such as artificial intelligence and machine learning to support investment strategies and client outcomes. Advent offers real-time analytics that assist wealth managers in optimizing asset allocation, evaluating risk, and identifying investment opportunities, which contributes to personalized portfolio management. The intended users of Advent's services include asset management firms, wealth managers, and sectors involved in alternative investments that aim to enhance client satisfaction and investment performance. Advent provides a range of products, including trading, compliance, and client relationship management, which aim to address the challenges faced in investment management.
Key facts
- Founded
- 1983
- Headquarters
- San Francisco, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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Open roles
1 roleSales Director - Nordics
Oslo, Norway · On-site · Volunteer
