ETFmatic
Curated by SignalRobo-advisory platform offering automated investment solutions for wealth managers.
Overview
ETFmatic operates as a fintech company that offers robo-advisory solutions designed for wealth managers. The platform provides automated investment advice and portfolio management services, employing algorithms to create and maintain diversified portfolios that align with client risk profiles and financial objectives. Targeting financial institutions, ETFmatic's services encompass customized investment products, asset custody, settlement, as well as accounts and tax wrappers. The company aims to meet the demand for embedded white-label investment solutions, which allow partners to enhance revenue streams while automating operations and reducing costs. ETFmatic emphasizes regulatory compliance and seamless API integration to assist wealth managers in delivering digital wealth management solutions.
Key facts
- Founded
- 2014
- Headquarters
- London, United Kingdom
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
Contact
- Primary office
- Sign up to view