Netwealth
Curated by SignalRobo-advisory platform enhancing wealth management with personalized investment solutions.
Overview
Netwealth is a fintech company that specializes in providing robo-advisory services designed for wealth managers. The platform delivers automated investment advice and portfolio management by employing algorithms to construct diversified portfolios that correspond to client risk profiles and financial goals. It primarily targets individuals and families, aiming to enhance the wealth management process through the integration of technology with traditional financial services, which addresses issues related to high fees and limited personalized financial planning. The company's key offerings encompass financial planning, investment management, personal pensions, and tax-free savings accounts. Notable features include low-cost services, access to financial advisers, and tools for comprehensive wealth tracking, with the objective of improving client outcomes.
Key facts
- Founded
- 2015
- Headquarters
- London, United Kingdom
- 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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- Commercial model
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Contact
- Primary office
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- Phone
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