Airwealth
Curated by SignalClient communication solutions enhancing interactions for wealth managers.
Overview
Airwealth is a fintech company that offers communication solutions tailored for wealth managers. The platform includes features such as secure messaging, video conferencing, and collaborative financial planning tools. It also encompasses a client relationship management system, a private client portal, online financial product subscriptions, and compliance services. Airwealth aims to enhance commercial efficiency, operational effectiveness, and client knowledge for wealth managers. The platform provides real-time access to portfolio performance and personalized insights, which may contribute to transparency and engagement. Additionally, it includes automated notifications and customizable reporting capabilities to keep clients informed, while emphasizing data security.
Key facts
- Founded
- 2018
- Headquarters
- Paris, France
- 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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