CashMap
Curated by SignalFinancial planning solutions offering tools for client management and investment.
Overview
CashMap is a fintech company that focuses on providing financial planners and advisors with a range of tools designed to support client management and investment strategies. The platform includes predictive analytics for forecasting market trends, robo-advisory services for investment guidance, and digital dashboards that offer real-time insights into client portfolios. CashMap also provides customizable financial planning software to evaluate client financial health, secure client portals to facilitate communication, and compliance management systems to help ensure adherence to regulations. The integration of APIs allows for efficient data exchange across banking, investment, and insurance services, which may enhance wealth management practices for financial professionals and their clients.
Key facts
- Founded
- 2010
- Headquarters
- Brea, United States
- 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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