Nummularii
Curated by SignalWhite-label robo-advisory platform enabling customized investment advisory services.
Overview
Nummularii operates in the fintech sector by offering a white-label robo-advisory platform aimed at wealth managers. This AI-based investment advisory solution allows firms to deliver automated investment services under their own brand, serving both existing and new investors. The platform includes customizable options that align with individual client risk profiles and financial goals, and it features functionalities such as automatic rebalancing, tax-loss harvesting, and performance tracking. By targeting wealth management firms, Nummularii seeks to provide accessible and personalized investment advice, which may enhance client engagement and investment outcomes through a digital interface. Additionally, the platform offers optional modules for reporting, compliance, and business intelligence to support the operational needs of financial advisors.
Key facts
- Founded
- 2013
- Headquarters
- Tel Aviv, Israel
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
