LEVATUS
Curated by SignalPortfolio management platform optimizing investment strategies for wealth managers.
Overview
LEVATUS is a company in the fintech sector that focuses on portfolio management for wealth managers. The platform utilizes technology such as artificial intelligence and machine learning to improve investment strategies and client outcomes. It analyzes market data and evaluates risk, allowing wealth managers to tailor portfolios to meet the specific profiles and objectives of individual clients. The platform provides real-time analytics related to asset allocation and performance metrics, which supports compliance and dynamic rebalancing. Aimed at wealth managers, LEVATUS seeks to fulfill the demand for comprehensive financial solutions, assisting clients in making informed decisions through its investment management and financial planning services.
Key facts
- Founded
- 2017
- Headquarters
- Boston, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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