FiliphantTM
Curated by SignalFinancial planning software enabling individuals to manage personal finances effectively.
Overview
FiliphantTM is a company that focuses on financial planning solutions for individuals. It offers tools designed to assist in personal finance management by aggregating financial data, which allows users to obtain a comprehensive view of their financial situation. The platform includes products such as Filiphant Household, which enables users to develop customized financial plans aligned with their specific objectives, including retirement and education funding. Key features of the software encompass goal setting, budgeting guidance, investment strategies, risk management, and scenario analysis tools to evaluate the potential effects of financial decisions. Filiphant aims to provide accessible financial planning resources for both individual users and professional financial planners, addressing the complexities associated with personal finance.
Key facts
- Founded
- 2020
- Headquarters
- Ashburn, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 1 product or service
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- Commercial model
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Contact
- Primary office
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