Assante Connect
Curated by SignalDigital investment platform offering personalized financial planning solutions.
Overview
Assante Connect is a fintech company that focuses on financial planning solutions for individuals. The platform offers an online investing service that aggregates users' financial data, allowing them to view their financial health comprehensively. It employs algorithms to create customized financial plans based on individual goals, including retirement and wealth accumulation. Notable features include personalized portfolios, goal setting, budgeting advice, and scenario analysis tools. The platform is intended for clients referred from Assante Wealth Management, combining traditional portfolio management with digital advice, while emphasizing transparency, privacy, and security.
Key facts
- Founded
- 2018
- Headquarters
- Vancouver, Canada
- 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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