Liberta
Curated by SignalFinancial planning solutions enhancing mental and financial health for individuals.
Overview
Liberta is a company that offers solutions aimed at financial planners and advisors, with a focus on improving the mental and financial health of individuals and families. The platform includes a range of tools such as predictive analytics, robo-advisory services, and customizable financial planning software. These tools are designed to assist professionals in managing client relationships and investment strategies. Liberta operates on a commercial model that prioritizes personalized financial planning without commission-based incentives, which is intended to promote unbiased advice. The platform also incorporates secure client portals and compliance management systems to support transparent communication and adherence to regulatory requirements. Its target audience consists of financial advisors and individuals looking to enhance their financial well-being through structured guidance and support.
Key facts
- Founded
- 2018
- Headquarters
- Sao Paulo, Brazil
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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