Arrow Point Wealth Management
Curated by SignalFinancial planning platform offering personalized advisory and risk management services.
Overview
Arrow Point Wealth Management is a firm that offers financial planning solutions for individuals. The platform aggregates financial data to provide users with a comprehensive view of their financial health. It employs algorithms to develop customized financial plans based on individual objectives, including retirement and wealth accumulation. The services provided encompass financial advisory, risk management, and business optimization, targeting a varied clientele. The firm highlights transparent communication about fees and includes scenario analysis tools to assist clients in making informed financial decisions.
Key facts
- Founded
- 2020
- Headquarters
- Santa Rosa, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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