MoneyIntel
Curated by SignalAutomated robo-advisory platform streamlining 401(k) plan management for businesses.
Overview
MoneyIntel is a fintech company that offers robo-advisory services designed for wealth managers, with an emphasis on automating investment advice and portfolio management. The platform is compatible with the existing systems of wealth managers, enabling the development of personalized investment strategies that take into account client risk profiles and financial objectives. Its primary services include plan administration, recordkeeping, fiduciary investment advice, and compliance services, which are intended to improve the efficiency of managing 401(k) plans. MoneyIntel targets businesses that aim to simplify retirement plan management by addressing administrative challenges and reducing paperwork, thereby allowing companies to focus on their core operations while providing employees with investment guidance and education.
Key facts
- Founded
- 2012
- Headquarters
- Cupertino, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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