monietalk
Curated by SignalFinancial planning platform offering investment advice and life insurance solutions.
Overview
Monietalk is a fintech company that focuses on providing solutions for financial planners and advisors. The company offers tools aimed at improving client management and investment strategies. Its platform includes investment advisory services and life insurance plans, catering to individuals who wish to make informed financial decisions. Monietalk seeks to address the alignment of investment choices with personal goals while also providing financial security through life insurance. The company's offerings encompass predictive analytics, robo-advisory platforms, and secure client portals designed for effective communication. Monietalk emphasizes data security and compliance, facilitating efficient data exchange and supporting wealth management practices.
Key facts
- Founded
- 2020
- Headquarters
- Chicago, United States
- 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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