Finequities
Curated by SignalRobo advisory platform offering automated investment solutions for wealth managers.
Overview
Finequities is a fintech company that offers robo advisory services specifically designed for wealth managers. The platform employs algorithms to provide automated investment advice and manage portfolios, catering to clients with different levels of investment expertise. It includes a variety of investment products such as stocks, cryptocurrencies, ETFs, and high-performing portfolios, assisting wealth managers in improving their service offerings. The platform features tools for market analysis, predictive forecasting, and performance tracking to facilitate informed decision-making. Finequities serves both wealth managers and individual investors, with a focus on streamlining the investment process while maintaining compliance as an SEC-Registered Investment Adviser.
Key facts
- Founded
- 2018
- Headquarters
- Miami, 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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Contact
- Primary office
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