Essential Advisory Services
Curated by SignalFinancial planning solutions offering personalized guidance for diverse clients.
Overview
Essential Advisory Services is a company that offers a range of tools designed for financial planners and advisors to assist in client management and investment strategy development. The platform includes features such as predictive analytics, robo-advisory services, and digital dashboards that provide real-time insights into client portfolios. The company targets individuals and families in the United States, offering services that encompass wealth education, personalized financial planning, and specialized support for various groups, including women and LGBTQ+ families. The focus of Essential Advisory Services is on addressing the complexities of financial management to provide guidance that aligns with clients' financial goals and values.
Key facts
- Founded
- 2017
- Headquarters
- Westbury, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Contact
- Primary office
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