Beyond Wealth
Curated by SignalFinancial planning platform offering personalized wealth management solutions.
Overview
Beyond Wealth focuses on financial planning solutions for individuals, offering a range of tools aimed at addressing personal finance complexities. The platform aggregates financial data to provide users with an overview of their financial health. It offers customized financial plans that align with individual goals, such as retirement and wealth accumulation. Notable features include goal setting, budgeting advice, investment strategies, and risk management, all tailored to the user's specific circumstances. The company employs certified financial advisors to assist clients in making informed financial decisions.
Key facts
- Founded
- 2019
- Headquarters
- Overland Park, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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Contact
- Primary office
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