Kapwise
Curated by SignalWealth data aggregation platform enabling personalized financial planning solutions.
Overview
Kapwise is a wealth data aggregation platform that aims to help wealth managers consolidate financial data from multiple sources into a single view. The platform integrates data from bank accounts, investment portfolios, real estate holdings, and other assets, allowing for a comprehensive analysis of a client's financial situation. It includes analytics and visualization tools that provide insights into asset distribution, performance, and risk exposure, which can assist in decision-making. The target audience includes wealth managers and individuals interested in financial planning. Kapwise emphasizes data integrity and privacy through secure practices.
Key facts
- Founded
- 2021
- Headquarters
- Delhi, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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