Carefull
Curated by SignalPersonal wealth data aggregation platform ensuring financial safety and identity protection.
Overview
Carefull is a personal wealth data aggregation platform designed to assist individuals in managing their financial portfolios. The platform aggregates data from multiple sources, such as bank accounts, investments, and real estate, to provide insights into users' financial health, net worth tracking, and risk mitigation strategies. Carefull offers a range of products, including financial safety services, credit monitoring, and identity theft protection, with a focus on older clients and their caregivers. The platform features customizable dashboards and alerts for unusual activity, addressing issues related to digital fraud and financial errors while ensuring data privacy through secure encryption. Additionally, Carefull has partnerships with banks to enhance its service delivery.
Key facts
- Founded
- 2019
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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Contact
- Primary office
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Open roles
6 rolesSales Operations Analyst
United States · On-site · Internship
Project Strategist
New York, NY · On-site · Volunteer
Member Care Advocate
United States · On-site · Full-time
