Galeo
Curated by SignalWealth management software suite offering customized asset management solutions.
Overview
Galeo is a wealth management software suite designed to integrate various fintech tools aimed at improving the operations of wealth managers and financial advisors. The platform offers features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with support from artificial intelligence (AI) and machine learning for predictive analytics. It targets independent asset managers and real estate managers, providing customized wealth care services that focus on asset supervision and team collaboration. Galeo includes secure data aggregation and compliance features to support personalized advice, and its application programming interfaces (APIs) allow for integration with external financial services. The platform aims to deliver tailored asset management solutions while emphasizing trust in client relationships.
Key facts
- Founded
- 2003
- Headquarters
- Geneva, Switzerland
- 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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Contact
- Primary office
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- Phone
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Open roles
1 roleExpert on crystal report
Geneva, Geneva, Switzerland
