Moneymap
Curated by SignalWhite label robo advisors offering personalized financial coaching and programs.
Overview
Moneymap operates in the fintech sector, offering white label robo-advisory solutions that allow wealth managers to deliver automated investment services under their own brand. The platform employs algorithms to create and manage diversified investment portfolios that are customized according to individual client risk profiles and financial objectives. Additionally, Moneymap provides personalized behavioral programs and financial coaching, with support from Certified Financial Planner™ professionals. The company aims to reach a wide audience by addressing common financial mistakes and providing affordable and accessible financial advice and strategies. Moneymap integrates technology and collaborates with behavioral experts to potentially improve client engagement and investment outcomes.
Key facts
- Founded
- 2019
- Headquarters
- Oakland, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 5 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
