Finnovate
Curated by SignalFinancial planning platform offering tailored solutions for professionals' success.
Overview
Finnovate is a company that focuses on delivering solutions for financial planners and advisors. It offers tools aimed at improving client management and investment strategies. The platform includes services such as financial planning, wealth management, and investment options, which are supported by predictive analytics and robo-advisory features. Targeting professionals in India, Finnovate seeks to meet the demand for personalized financial solutions through educational resources and expert guidance. The company provides secure client portals and compliance management systems to ensure adherence to regulations while facilitating communication. Additionally, Finnovate integrates APIs to enable data exchange, which may enhance wealth management practices and assist users in reaching their financial objectives.
Key facts
- Founded
- 2007
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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- Phone
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Open roles
51 rolesSales Executive
Nashik, Maharashtra, India · On-site · Volunteer
Content Strategist
Mumbai Metropolitan Region · On-site · Volunteer
Offline Marketing Manager
Mumbai Metropolitan Region · On-site · Volunteer
