Leverage
Curated by SignalRetirement investment platform offering tailored 401k and ESOP solutions.
Overview
Leverage operates in the retirement investment platforms segment, offering wealth managers tools to develop retirement strategies for clients. The platform includes management of retirement portfolios, such as 401(k) programs and ESOP management services, featuring automated rebalancing, tax optimization, and risk assessment. It targets companies of various sizes and focuses on providing tailored solutions that consider individual financial goals and market conditions. Leverage incorporates advanced analytics and secure client interfaces to allow tracking of retirement savings and investment adjustments, supporting a comprehensive approach to retirement planning.
Key facts
- Founded
- 2018
- Headquarters
- Allen, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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Contact
- Primary office
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