AssuredPartners Financial Advisors
Curated by SignalRetirement investment platform offering tools for personalized financial planning.
Overview
AssuredPartners Financial Advisors operates in the retirement investment platforms segment, offering tools for wealth managers to develop retirement strategies. Their services encompass the management of retirement portfolios, including IRAs and 401(k)s, with features such as automated rebalancing, tax optimization, and risk assessment. The platform employs advanced analytics for personalized retirement planning, focusing on individual financial goals and market conditions. The target audience includes individuals, families, and businesses, with the aim of improving financial decision-making and retirement outcomes. Their offerings also include plan sponsor support, a global portfolio strategy, and a low-cost digital investing solution, supported by integrated APIs for compatibility with existing systems.
Key facts
- Founded
- 2021
- Headquarters
- West Des Moines, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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