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Find A Wealth Manager

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Investment services comparison platform connecting individuals with wealth managers.

Overview

Find A Wealth Manager operates as an investment services comparison platform that connects individuals with appropriate wealth management services. The platform caters to a varied audience, including those seeking help with investments, business sales, and personal financial management. It offers detailed comparisons of over 30 wealth management firms, allowing users to make decisions based on performance metrics, fees, and service features. The platform utilizes algorithms and real-time data analytics to support the decision-making process, while user reviews contribute additional insights. Find A Wealth Manager's objective is to facilitate the search for wealth managers, providing users with recommendations that correspond to their financial goals.

Key facts

Founded
2012

Business model

Contact

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Members only

Competitors & similar companies

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About Find A Wealth Manager

What does Find A Wealth Manager do?

Find A Wealth Manager operates as an investment services comparison platform that connects individuals with appropriate wealth management services.

Where is Find A Wealth Manager headquartered?

Find A Wealth Manager is headquartered in London, United Kingdom.

When was Find A Wealth Manager founded?

Find A Wealth Manager was founded in 2012.

Which sector is Find A Wealth Manager in?

Find A Wealth Manager operates in Wealth Technology, part of Financial Technology.

Who are Find A Wealth Manager's competitors?

Companies similar to Find A Wealth Manager include Advisorkhoj, Adviser Ratings, and MoneyMade.