Invest Balance
Curated by SignalRobo-advisory platform enabling socially responsible investments for individuals.
Overview
Invest Balance is a fintech company that operates a robo-advisory platform designed for wealth managers, with an emphasis on socially responsible investing. The platform automates the provision of investment advice and portfolio management, employing algorithms to construct diversified portfolios that correspond to clients' risk tolerance and financial objectives. It targets individuals who are interested in sustainable investments and provides access to environmentally friendly businesses while maintaining user privacy. The platform includes a feature that allows users to round up spare change from purchases for investment purposes, thereby streamlining the investment process. Invest Balance aims to address the increasing demand for responsible investment options through its focus on inclusivity and ethical practices.
Key facts
- Founded
- 2016
- Headquarters
- California City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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