m2Wealth
Curated by SignalWealth management software suite streamlining operations for financial advisors.
Overview
m2Wealth is a company that offers a suite of wealth management software designed to support the operations of wealth managers and financial advisors. The platform comprises several products, including m2Data, m2Hub, m2Advisor, m2Web, m2Mobile, and m2Platform, which provide functionalities such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning. The company targets family offices, high net worth individuals, banks, and investment advisors, aiming to address the complexities associated with wealth management through automated solutions that enhance data quality and operational efficiency. Additionally, m2Wealth utilizes artificial intelligence and machine learning for predictive analytics, facilitating personalized client engagement while maintaining compliance with regulatory requirements through various features and API integrations.
Key facts
- Founded
- 2001
- Headquarters
- Zurich, Switzerland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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