Huddlestock
Curated by SignalWealth management software suite enhancing trading and investment access.
Overview
Huddlestock is a company that offers a suite of wealth management software designed to support the operations of wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with the integration of artificial intelligence (AI) and machine learning for predictive analytics. Huddlestock targets financial institutions and aims to address the issue of limited access to savings and investment products by providing custom software solutions, brokerage-as-a-service, and pension-as-a-service. The company offers an end-to-end investment management platform and a white label trading API, which are intended to improve operational efficiency and client engagement. Additionally, Huddlestock includes compliance features to ensure adherence to regulatory requirements and emphasizes data security and expertise in capital markets within the wealthtech sector.
Key facts
- Founded
- 2014
- Headquarters
- Munich, Germany
- 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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- Phone
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