AgentRisk
Curated by SignalRobo advisory platform offering investment solutions for wealth managers.
Overview
AgentRisk is a fintech company that offers robo advisory services designed for wealth managers. The company employs advanced algorithms to create and manage diversified investment portfolios and option strategies, taking into account client risk tolerance and financial goals. The platform integrates with existing systems used by wealth managers and includes features such as market analysis, predictive forecasting, and performance tracking. AgentRisk seeks to broaden access to investment services by eliminating high minimum account requirements. The company holds licenses in the United States and 32 European countries, enabling it to cater to a wide array of investors and contribute to changes in the financial sector.
Key facts
- Founded
- 2016
- Headquarters
- San Francisco, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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- Phone
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