Fondo
Curated by SignalRetirement investment platform offering tools for wealth managers' strategies.
Overview
Fondo operates in the retirement investment platforms sector, offering tools designed for wealth managers to create retirement strategies for their clients. The platform supports the management of retirement portfolios, including Individual Retirement Accounts (IRAs) and 401(k) plans, and includes features such as automated rebalancing, tax optimization, and risk assessment. Fondo utilizes advanced analytics to assist in personalized retirement planning, taking into account individual financial objectives and market conditions. The platform provides secure client interfaces for tracking retirement savings and investment changes. Additionally, Fondo employs an API-first approach, allowing integration with existing wealth management systems and enabling financial and non-financial partners to incorporate mutual fund investments into various user experiences.
Key facts
- Founded
- 2019
- Headquarters
- Stockholm, Sweden
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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Contact
- Primary office
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