Founders
Curated by SignalSolutions for financial advisors enhancing client management and investment strategies.
Overview
Founders is a company that offers solutions aimed at financial planners and advisors. It provides tools intended to assist in client management and investment strategies. Among its products are the TRU Enterprise OS, which is designed to facilitate business operations, and the Strategic Enterprise Program, which aims to support growth initiatives. The company primarily targets independent financial advisors and seeks to address various challenges they face, including limited resources, regulatory changes, and outdated technology. Founders offers features such as predictive analytics, customizable financial planning software, and secure client portals, which are intended to help advisors enhance client interactions and optimize investment management. The company's mission emphasizes the establishment of partnerships and the provision of integrated experiences that aim to improve operational efficiency and scalability.
Key facts
- Founded
- 1994
- Headquarters
- Singapore, Singapore
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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