Define Financial
Curated by SignalFinancial planning platform assisting individuals aged 50+ with retirement.
Overview
Define Financial focuses on financial planning solutions for individuals aged 50 and above, with an emphasis on retirement strategies. The platform provides tools that aggregate financial data, allowing users to view their financial health comprehensively. Key services include retirement assessments, tailored retirement advice, and strategies for tax reduction and investment risk management. The firm employs algorithms to develop personalized financial plans that align with clients' goals, including wealth accumulation and education funding. The stated mission of the firm is to assist clients in making informed financial decisions to optimize their income during retirement.
Key facts
- Founded
- 2014
- Headquarters
- San Diego, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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- Phone
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