Heritance
Curated by SignalMobile platform facilitating smooth family and wealth inheritance transfer.
Overview
Heritance is a fintech company that focuses on providing solutions for financial planners and advisors, particularly in the area of family and wealth inheritance transfer. The platform adopts a mobile-first approach and includes products such as smartwill and memory time capsules, which are designed to facilitate asset transfer and preserve family memories. Heritance targets individuals and families, aiming to streamline the inheritance planning process through its mobile application, which is available in Bahasa Indonesia. The platform includes tools for client management, such as predictive analytics, digital dashboards, and secure client portals, while also ensuring compliance with relevant regulatory frameworks. By integrating APIs, Heritance seeks to enhance wealth management practices and address the challenges associated with inheritance transfer, with a focus on a family-centered approach that has received endorsement from the Ministry of Social and Family.
Key facts
- Founded
- 2019
- Headquarters
- Singapore, Singapore
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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