MyMoneyPlatform
Curated by SignalFinancial planning platform delivering personalized, goals-based financial solutions.
Overview
MyMoneyPlatform is a fintech company that focuses on financial planning solutions for individuals. It offers a digital platform designed to aggregate financial data, allowing users to gain a comprehensive view of their personal finances. The platform includes a goals-based financial planning system that combines artificial intelligence with human interaction to provide personalized advice, budgeting strategies, and investment recommendations based on individual goals. MyMoneyPlatform serves both brokers and clients, aiming to improve the financial planning process by reducing paperwork and facilitating real-time assessments of financial situations. Additionally, it provides support for sales teams through lead pre-qualification and gap analysis, and includes customization options and CRM integration to enhance client engagement.
Key facts
- Founded
- 2013
- Headquarters
- Dublin, Ireland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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