Helix by HL
Curated by SignalFinancial planning solutions simplifying private market investing for advisors.
Overview
Helix by HL offers a range of solutions designed for financial planners and advisors, with an emphasis on private market investing. The platform includes tools such as predictive analytics, robo-advisory services, and customizable financial planning software, aimed at assisting wealth advisors in client management and investment strategies. Helix seeks to address the complexities and inconsistencies in private market investing, which have historically limited access. The platform provides insights, data, and secure communication channels for clients, facilitating informed decision-making while adhering to regulatory requirements. Additionally, the integration of APIs is intended to enhance the wealth management process.
Key facts
- Founded
- 2023
- Headquarters
- Boulder, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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