My Virtual Planner
Curated by SignalFinancial planning platform offering personalized tools and expert guidance.
Overview
My Virtual Planner is a fintech company that focuses on financial planning solutions for individuals. The platform includes a range of tools intended to assist users in managing personal finance by aggregating financial data such as income, investments, debts, and expenses. Through its My Vista system and app, users can access customized financial plans that align with their specific goals, including retirement and wealth accumulation. The service offers features such as goal setting, budgeting advice, and risk management, with support from financial planners. My Virtual Planner seeks to facilitate personal finance management for individuals aiming to make informed financial decisions.
Key facts
- Founded
- 2021
- Headquarters
- Brazil
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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