It Matters
Curated by SignalPersonal wealth data aggregation platform for managing financial portfolios.
Overview
It Matters functions as a personal wealth data aggregation platform that allows individuals to manage their financial portfolios through a centralized interface. The platform consolidates data from multiple sources, such as bank accounts, investment accounts, and real estate holdings, providing users with a detailed overview of their financial assets and liabilities. It Matters offers various products, including beneficiary management, personal policy and contract management, and an insight engine for communication regarding significant life events. The platform is aimed at individuals looking to improve their financial management and addresses issues related to securing important policies and connecting beneficiaries to these assets. It includes analytics and customizable dashboards to support decision-making, while also emphasizing data privacy through the use of Microsoft Azure Cloud security.
Key facts
- Founded
- 2018
- Headquarters
- Tomkins Cove, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
