FusionIQ
Curated by SignalWhite label robo advisory solutions enabling wealth managers to digitize services.
Overview
FusionIQ operates in the fintech sector, focusing on white label robo-advisory solutions designed for wealth managers. The company offers a digital model marketplace, a wealth management platform, and integration with custodians, which allows financial institutions to provide automated investment advisory services under their own brand. FusionIQ targets banks, credit unions, registered investment advisors, and independent broker-dealers, addressing the challenges associated with digital transformation in a competitive environment. The company aims to streamline client onboarding and provide customizable platforms, which may enhance client engagement and investment outcomes, enabling firms to respond to market demands while improving operational efficiency.
Key facts
- Founded
- 2008
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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