iVezt
Curated by SignalRobo advisory platform offering EZ IRA for retirement savings.
Overview
iVezt is a fintech company that offers robo advisory services aimed at wealth managers. The platform includes the EZ IRA savings plan, which is designed for working individuals who do not have access to employer-sponsored retirement plans. iVezt employs automated, algorithm-driven investment strategies to assist wealth managers in providing personalized investment advice and portfolio management on a larger scale. The platform is compatible with payroll systems, enabling employees to enroll and fund their accounts through payroll deductions. Additionally, iVezt features market analysis, predictive forecasting, and access to professional financial advisors, addressing the issue of inadequate retirement savings.
Key facts
- Founded
- 2015
- Headquarters
- Sarasota, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
Contact
- Primary office
- Sign up to view
