Fliper
Curated by SignalWealth data aggregation platform enabling comprehensive investment management and insights.
Overview
Fliper is a wealth data aggregation platform that assists wealth managers in consolidating financial data from multiple sources into a single view. The platform integrates various financial elements, including bank accounts, investment portfolios, real estate holdings, and other assets, allowing for a comprehensive analysis of a client's financial situation. Fliper includes analytics and visualization tools that offer insights into asset distribution, performance, and risk exposure, which can aid in decision-making. The platform is aimed at wealth managers and individual investors, providing services such as automatic asset consolidation, portfolio management, and performance tracking. Fliper also emphasizes data security and compliance to maintain the integrity and privacy of user information.
Key facts
- Founded
- 2018
- Headquarters
- Los Angeles, United States
- 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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