FINVIA
Curated by SignalWealth management software suite offering personalized, conflict-free financial advice.
Overview
FINVIA is a company that offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform includes various fintech tools such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, all integrated into a single system. The target audience includes individuals, families, athletes, and institutions, with services that encompass family office solutions, liquid investments, alternative investments, and asset monitoring. The company utilizes artificial intelligence (AI) and machine learning for predictive analytics, which facilitates personalized advice while maintaining compliance and operational efficiency through secure data aggregation and application programming interface (API) integrations. This framework is designed to address the challenges of wealth management in a digital-first context.
Key facts
- Founded
- 2020
- Headquarters
- Frankfurt Am Main, Germany
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 5 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
Open roles
5 rolesPraktikant:in
Frankfurt am Main, Hesse, Germany · On-site · Volunteer
Associate Investment Manager Real Estate (m/w/d)
Frankfurt, Hesse, Germany · On-site · Volunteer
Werkstundent:in
Frankfurt am Main, Hesse, Germany · On-site · Contract
