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Flote

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Investor relations software streamlining capital raising and investor communication.

Overview

Flote is a fintech company that offers investor relations software aimed at improving communication and relationship management between financial service firms and their investors. The platform includes various tools such as personalized investor portals, document storage, transaction management, and customizable offering pages. It is designed for financial institutions and investors, addressing challenges related to capital raising and servicing by streamlining processes and providing timely access to important information. The software features advanced analytics for monitoring investor engagement and sentiment, allowing firms to develop targeted communication strategies. Additionally, Flote incorporates blockchain technology and has plans for automation, positioning itself within the evolving fintech sector.

Key facts

Founded
2019

Business model

Contact

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About Flote

What does Flote do?

Flote is a fintech company that offers investor relations software aimed at improving communication and relationship management between financial service firms and their investors.

Where is Flote headquartered?

Flote is headquartered in San Francisco, United States.

When was Flote founded?

Flote was founded in 2019.

Which sector is Flote in?

Flote operates in Investment Technology, part of Financial Technology.

Who are Flote's competitors?

Companies similar to Flote include Blue Berry Share, My Private Shares, and Investorfly.