Beanvest
Curated by SignalWealth data aggregation platform enabling informed investment portfolio management.
Overview
Beanvest operates as a wealth data aggregation platform aimed at assisting wealth managers and retail investors in consolidating financial data from various sources into a unified view. The platform includes tools for tracking stock portfolios, measuring performance, and visualizing asset allocations across multiple accounts. It integrates over 250,000 assets, such as stocks, ETFs, mutual funds, and cryptocurrencies, allowing users to conduct analyses of their financial situations. The platform addresses the challenges associated with manual portfolio tracking and offers analytics to support decision-making. Its stated mission is to enhance investor knowledge and facilitate portfolio management through data collection and analysis.
Key facts
- Founded
- 2021
- Headquarters
- Paris, France
- 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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Contact
- Primary office
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