Investia Financial Services
Curated by SignalAutomated financial planning platform offering personalized investment advice.
Overview
Investia Financial Services functions as a financial planning robo-advisor, delivering automated, algorithm-driven services designed for individual clients. The platform evaluates personal financial data to generate tailored investment advice and asset management strategies, with an emphasis on users' financial objectives and risk tolerance. It targets individuals interested in savings and retirement options, offering a range of products such as mutual funds, RRSPs, and registered education savings plans. The platform includes goal-setting features and advanced analytics for scenario planning, which may aid in decision-making. Furthermore, Investia provides support to financial advisors through technology and resources, potentially improving their capacity to assist clients in reaching financial independence.
Key facts
- Founded
- 1988
- Headquarters
- Quebec City, Canada
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 4 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
- Phone
- Sign up to view
Open roles
17 rolesConseiller(ère), Amélioration d'affaires
Québec, Quebec, Canada · On-site · Volunteer
Technicien(ne), Administration des comptes autogérés
Québec, Quebec, Canada · On-site · Volunteer
Technicien(ne) aux transactions et paiements autogérés
Québec, Quebec, Canada · On-site · Volunteer
