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Advize

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Robo advisor platform enhancing wealth management through digital investment solutions.

Overview

Advize is a fintech company that specializes in offering robo-advisory services for wealth managers, with an emphasis on the digitalization of savings and investment products. The platform provides automated investment advice and portfolio management services, employing algorithms to develop diversified portfolios that align with client risk tolerance and financial goals. Advize targets financial advisors, banks, online brokers, and investment advisors, providing API and user interface solutions that facilitate rapid product launches and effective management of investment strategies. The company addresses the demand for digital solutions in wealth management, with the objective of enhancing financial advice and performance outcomes for its clients.

Key facts

Founded
2012

Business model

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About Advize

What does Advize do?

Advize is a fintech company that specializes in offering robo-advisory services for wealth managers, with an emphasis on the digitalization of savings and investment products.

Where is Advize headquartered?

Advize is headquartered in Boulogne billancourt, France.

When was Advize founded?

Advize was founded in 2012.

Which sector is Advize in?

Advize operates in Wealth Technology, part of Financial Technology.

Who are Advize's competitors?

Companies similar to Advize include Swanest, Betterwealth, and KapitalWise.