InvestSense
Curated by SignalPortfolio management platform optimizing investments for wealth managers and clients.
Overview
InvestSense operates in the fintech sector, focusing on portfolio management solutions tailored for wealth managers. The platform employs technology such as artificial intelligence and machine learning to analyze market data and optimize investment strategies. It targets financial advisers and their clients, offering products that include multi-asset managed accounts, Better World Portfolios, and bespoke portfolios. The platform aims to meet the demand for diversified investment portfolios and real-time analytics, which may assist wealth managers in providing personalized advice. InvestSense integrates with custodians and trading platforms via APIs, which may contribute to client satisfaction and investment performance, while also supporting socially responsible investing.
Key facts
- Founded
- 2014
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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- Commercial model
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Contact
- Primary office
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