
My Money
Curated by SignalFinancial management platform offering tools for planners and advisors.
Overview
My Money is a fintech platform that focuses on providing financial planners and advisors with a suite of tools aimed at improving client management and investment strategy development. The platform includes products for expense tracking, investment management, and personal finance management, serving both individual users and businesses. My Money aims to assist users in achieving their financial objectives through effective financial management. The platform features an API that supports budget tracking, account management, and investment analysis, and emphasizes user data protection through its secure infrastructure. Additionally, it offers features such as automatic bank connections and customizable financial planning software to address financial control and management challenges.
Key facts
- Founded
- 2011
- Headquarters
- Vila Velha, Brazil
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 14 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view