Crescent
Curated by SignalFinancial planning solutions enhancing client management and investment strategies.
Overview
Crescent 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. Their services include predictive analytics for forecasting market trends, robo-advisory platforms for investment advice, and digital dashboards that offer real-time insights into client portfolios. Crescent's financial planning software is customizable, enabling detailed analysis of client financial health. The company also offers secure client portals to facilitate communication and compliance management systems to help ensure adherence to regulations. Additionally, Crescent provides integrated APIs to enable data exchange across banking, investment, and insurance services, which may assist in wealth management for startups, businesses, and individuals.
Key facts
- Founded
- 2010
- Headquarters
- San Francisco, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 9 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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