Firmbase
Curated by SignalFinancial planning platform enabling data-driven decisions for finance teams.
Overview
Firmbase is a fintech company that offers a suite of solutions designed for financial planners and advisors, focusing on client management and investment strategy development. The Firmbase platform integrates financial, operational, and HR data, allowing finance teams to create budgets, forecasts, and analyze key business metrics. It aims to meet the needs of modern finance teams by providing data connectivity and planning flexibility while adhering to regulatory standards. Key features of the platform include predictive analytics, customizable financial planning tools, and secure client portals, which are intended to streamline processes and support decision-making. Firmbase emphasizes data privacy and compliance, as indicated by its SOC 2 Type II certification.
Key facts
- Founded
- 2021
- Headquarters
- Tel Aviv, Israel
- 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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