ModernAdvisor
Curated by SignalAutomated financial planning platform offering personalized investment solutions.
Overview
ModernAdvisor functions as a financial planning robo-advisor, offering automated, algorithm-driven financial planning services designed for individuals. The platform evaluates personal financial data to deliver tailored investment advice and asset management strategies that correspond with users' financial objectives and risk tolerance. It targets individuals who are looking for accessible financial planning and provides services including financial advisory, investment solutions, and portfolio management. The platform utilizes research recognized by Nobel Prizes and advanced analytics to assist users in setting financial goals, optimizing asset allocation, and performing scenario planning. ModernAdvisor emphasizes lower fees and enhanced security in its approach to investment management.
Key facts
- Founded
- 2013
- Headquarters
- Vancouver, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Open roles
1 roleTechnical Team Lead
Vancouver, British Columbia, Canada · On-site · Full-time
