Ocean Finvest
Curated by SignalWealth data aggregation platform enhancing investment strategies for individuals.
Overview
Ocean Finvest operates as a wealth data aggregation platform aimed at assisting wealth managers in consolidating financial data from multiple sources into a single view. The platform allows for the integration of bank accounts, investment portfolios, real estate holdings, and other assets, which facilitates a comprehensive analysis of clients' financial situations. The company targets individuals who are looking to improve their investment strategies and offers a range of services that include financial planning, risk assessment, tax planning, retirement planning, and asset management. The platform incorporates analytics and visualization tools to support decision-making processes, while also addressing data integrity and compliance.
Key facts
- Founded
- 2014
- Headquarters
- Ahmedabad, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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- Commercial model
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Contact
- Primary office
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