Living Wealth

Curated by Signal

Customer engagement solutions for financial advisors

Overview

Customer engagement solutions for financial advisors. It is a digital engagement platform designed and built to help deepen the relationship between wealth advisors and their clients. Advisors can be the host of their own private client community, inviting their valued clientele to become members.

Key facts

Founded: 2018
Headquarters: Toronto, Canada
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Industry: Financial Technology
Sector: Wealth Technology

Business model

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Contact

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Competitors & similar companies

More Wealth Technology companies

Salentica
Client communication solutions enhancing advisor-client interactions for wealth managers.
Wealth TechnologyNew York City, United States
PureFacts
Client communication solutions enhancing wealth managers' interactions with clients.
Wealth TechnologyToronto, Canada
Say
Client communication platform enhancing investor engagement with companies.
Wealth TechnologyJammu, India

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About Living Wealth

What does Living Wealth do?

Customer engagement solutions for financial advisors.

Where is Living Wealth headquartered?

Living Wealth is headquartered in Toronto, Canada.

When was Living Wealth founded?

Living Wealth was founded in 2018.

Which sector is Living Wealth in?

Living Wealth operates in Wealth Technology, part of Financial Technology.

Who are Living Wealth's competitors?

Companies similar to Living Wealth include Salentica, PureFacts, and Say.