DGS Capital Management
Curated by SignalPortfolio management platform offering customized solutions for wealth managers.
Overview
DGS Capital Management operates in the fintech sector, focusing on portfolio management for registered investment advisors (RIAs). The company offers services that include customized portfolios, tax-efficient transitions, and factor investing, aimed at enhancing the investment strategies of wealth managers. DGS Capital Management utilizes technologies such as artificial intelligence and machine learning to provide real-time analytics that support asset allocation and performance tracking. Their platform integrates with custodians and trading platforms through APIs, allowing for a comprehensive view of client assets. This approach seeks to address the demand for personalized investment solutions, enabling wealth managers to provide advice that aligns with individual client goals.
Key facts
- Founded
- 2015
- Headquarters
- Boston, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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- Commercial model
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Open roles
2 rolesInvestment Operations Analyst
Gurugram, Haryana, India · On-site · Volunteer
Investment Operations Analyst
Gurugram, Haryana, India · On-site · Volunteer
