FinVine
Curated by SignalFinancial planning platform offering tools for advisors and planners.
Overview
FinVine is a fintech company that focuses on providing financial planners and advisors with a suite of tools intended to assist in client management and investment strategy development. The platform includes various products such as retirement strategy tools, resources for child future planning, and budget planners, which are designed to address the complexities of financial planning. FinVine targets insurance and investment advisors and operates on a subscription model, allowing users access to advanced calculators and detailed financial planning reports. The company aims to facilitate the creation of comprehensive financial plans, enabling professionals to offer customized advice and insights.
Key facts
- Founded
- 2020
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 9 products and services
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- Commercial model
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