
Evident Financial
Curated by SignalWhite label roboadvisor platform
Overview
Evident Financial provides banks and other financial institutions with a white-labeled robo-advisor platform. AllStreet, the platform provided by the company, is used by the investment officer of the institution for account onboarding, risk assessment, portfolio design, rebalancing and more. The platform also has a client portal for investors to keep track of their portfolio.
Key facts
- Founded
- 2014
- Headquarters
- Erie, 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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- Commercial model
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Contact
- Primary office
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- Phone
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