Finzard
Curated by SignalFinancial planning solutions streamlining client management and investment strategies.
Overview
Finzard is a fintech company that offers solutions aimed at financial planners and advisors. The company provides a suite of tools intended to assist in client management and the development of investment strategies. Key features of the platform include automated financial planning, tracking of future projections, and evaluations of risk profiles, which are designed to help professionals create customized financial strategies. Finzard also integrates with various banks and platforms to support investment control and cash flow management. The company's stated mission is to simplify personal finance management by addressing the complexities faced by individuals. It offers personalized recommendations and compliance management systems to support financial professionals and their clients in navigating the financial landscape.
Key facts
- Founded
- 2021
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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