Goal-Based Investing
Curated by SignalFinancial planning platform offering personalized investment advice and tools.
Overview
Goal-Based Investing is a financial planning platform that offers solutions aimed at individuals. The platform includes tools such as roboadvisors and digital investment advice, which aggregate financial data to create personalized financial plans that align with users' specific goals, including retirement and education funding. The service aims to reduce costs associated with management fees and expensive financial products, thereby addressing barriers to accessing professional investment advice. Additionally, the platform features scenario analysis tools to assist users in making informed financial decisions. It caters to a diverse audience, including individuals looking to invest and meet particular financial objectives.
Key facts
- Founded
- 2020
- Headquarters
- Zurich, 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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- Commercial model
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Contact
- Primary office
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