Householder Group Estate and Retirement Specialists
Curated by SignalWealth management software suite offering personalized financial advisory services.
Overview
Householder Group Estate and Retirement Specialists offers a wealth management software suite intended to support the operations of wealth managers and financial advisors. The platform includes features such as CRM capabilities, portfolio management, performance reporting, and financial planning, with the integration of AI and machine learning for predictive analytics. This functionality is designed to assist users in optimizing investment strategies and providing personalized advice through secure, real-time data aggregation. The firm targets individuals interested in estate planning and retirement strategies, offering services that include guided wealth portfolios and a second opinion service. The company emphasizes transparency and convenience in its approach to client interactions.
Key facts
- Founded
- 2008
- Headquarters
- Tucson, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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