Kivalia

Curated by Signal

Online guidance portal for 401(k) plans

Overview

Kivalia is an open investment advice platform that brings consumers insights & education into their portfolios. It provides retirement savers with ongoing, actionable advice tailored to their unique 401(k), 403(b), and 457 retirement plans. Its clients can create and maintain their retirement plan(s) online on the website. It renders ongoing advice on each plan that incorporates its current market views. Clients can implement as they see fit.

Key facts

Founded: 2011
Headquarters: Los Altos, United States
Stage: Sign up to view
Industry: Financial Technology
Sector: Wealth Technology

Business model

GTM channel: Sign up to view
6 products and services: Sign up to view

Contact

Primary office: Sign up to view
Email: Sign up to view

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About Kivalia

What does Kivalia do?

Kivalia is an open investment advice platform that brings consumers insights & education into their portfolios.

Where is Kivalia headquartered?

Kivalia is headquartered in Los Altos, United States.

When was Kivalia founded?

Kivalia was founded in 2011.

Which sector is Kivalia in?

Kivalia operates in Wealth Technology, part of Financial Technology.

Who are Kivalia's competitors?

Companies similar to Kivalia include Financial Discounts Direct, Fission Wealth, and SageVest Wealth Management.