Compass Capital Management
Curated by SignalFinancial planning platform empowering individuals to achieve financial security.
Overview
Compass Capital Management focuses on financial planning solutions for individuals, offering various tools aimed at facilitating personal finance management. The platform consolidates financial data, allowing users to obtain a detailed overview of their financial status. Through The LifePlan Solution™, Compass Capital Management develops personalized financial plans that correspond with individual objectives, including retirement and wealth accumulation. Their services encompass goal setting, budgeting guidance, investment strategies, and risk management, all customized to the user's specific financial circumstances. The company addresses typical challenges associated with retirement planning, enabling clients to make informed decisions regarding their financial security.
Key facts
- Founded
- 2009
- Headquarters
- Mcalester, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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