Equip
Curated by SignalFinancial planning platform offering insights and resources for employees.
Overview
Equip is a fintech company that focuses on delivering solutions for financial planners and advisors. It offers a platform that aims to improve client management and the development of investment strategies. The platform features predictive analytics, robo-advisory services, and digital dashboards that provide real-time insights into client portfolios. Equip also includes customizable financial planning software, secure client portals for communication, and compliance management systems to support regulatory requirements. The company targets employers with the goal of reducing financial stress for employees by offering personalized financial plans and access to financial coaches. Additionally, Equip provides various pricing models and emphasizes data security.
Key facts
- Founded
- 2022
- Headquarters
- Amsterdam, Netherlands
- 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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Open roles
1 roleHead of Sales
Amsterdam, North Holland, Netherlands · On-site · Volunteer
