Centric
Curated by SignalFinancial planning platform offering personalized solutions for individuals' finances.
Overview
Centric is a fintech company that focuses on financial planning solutions for individuals. It offers a range of tools intended to assist with personal finance management. The platform allows users to aggregate their financial data, which provides an overview of their financial health. Centric's services encompass financial life management, risk management, asset management, retirement planning, and business continuity planning. The company targets both individuals and organizations, aiming to provide personalized financial advice to help clients meet their financial objectives. Centric utilizes algorithms to create customized financial plans and scenario analysis tools, which are designed to aid users in making informed financial decisions.
Key facts
- Founded
- 2016
- Headquarters
- Houston, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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