Maven FinTech
Curated by SignalWealth management software suite optimizing financial planning for advisors.
Overview
Maven FinTech develops a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform incorporates various fintech tools, such as a financial planning platform, calculation engine, and interactive planning tools, to create a comprehensive solution for managing client portfolios. It targets financial advisors and addresses the complexities of financial planning through a calculation engine that includes tax, income, spending, investment, and liabilities. The platform features predictive analytics and data aggregation capabilities, which support personalized advice and regulatory compliance. Additionally, its APIs allow for integration with external financial services, potentially improving operational efficiency.
Key facts
- Founded
- 2019
- Headquarters
- Chicago, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
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- Phone
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