GetWedge
Curated by SignalPortfolio management platform empowering wealth managers with advanced analytics.
Overview
GetWedge is a portfolio management platform aimed at wealth managers within the fintech sector. The platform incorporates technologies such as artificial intelligence and machine learning to assist wealth managers in optimizing investment strategies and improving client outcomes. It offers a range of tools, including financial planning, asset tracking, retirement planning, and market insights, which are intended to help customize portfolios according to individual client objectives. Additionally, GetWedge provides real-time analytics and API integrations that support dynamic rebalancing and compliance, enabling wealth managers to offer personalized, data-informed advice. This functionality is designed to address the complexities associated with financial management.
Key facts
- Founded
- 2014
- 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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- 9 products and services
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