FinRiser
Curated by SignalCustomizable white-label robo advisors for wealth managers and investors.
Overview
FinRiser offers customizable white-label robo-advisory solutions aimed at wealth managers, allowing them to deliver automated investment advisory services under their own brand. The platform utilizes algorithms to develop and manage diversified investment portfolios that align with individual client risk profiles and financial objectives. FinRiser targets wealth managers by providing flexible, module-based lending and investment software, which is designed to improve client engagement and investment results. Key features of the platform include automatic rebalancing, tax-loss harvesting, and performance tracking, along with support for compliance with various regulations. The integrated system is designed to enable firms to enhance their service offerings with reduced development time and technical support for modifications.
Key facts
- Founded
- 2021
- Headquarters
- Riga, Latvia
- 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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- Commercial model
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