Cora Capital Advisors
Curated by SignalFinancial planning solutions for individuals and business owners.
Overview
Cora Capital Advisors is a financial services firm that offers financial planning solutions for individuals, business owners, and entrepreneurs. Their services encompass personal financial planning, disability income insurance, business owner planning, succession and exit planning, and executive compensation planning. The firm utilizes tools such as predictive analytics, robo-advisory platforms, and secure client portals to assist in client management and investment strategy development. Cora Capital Advisors aims to enhance investment growth while managing risk and addressing the complexities associated with personal finance and investment management. The firm collaborates with American Portfolios Financial Services to distribute its offerings.
Key facts
- Founded
- 2015
- Headquarters
- Marlton, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 12 products and services
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Contact
- Primary office
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