OpenWealth
Curated by SignalPortfolio management platform establishing open API standards for wealth managers.
Overview
OpenWealth operates in the fintech sector, specializing in portfolio management solutions designed for wealth managers. The platform employs technologies such as artificial intelligence and machine learning to support investment strategies and client outcomes. It offers real-time analytics and insights related to asset allocation and performance metrics, allowing wealth managers to tailor portfolios to individual client profiles. OpenWealth advocates for an open API standard, which enables integration with custodians, trading platforms, and financial data providers. The company targets financial institutions and wealthtechs, aiming to provide standardized solutions in wealth management.
Key facts
- Founded
- 2020
- Headquarters
- Switzerland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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Contact
- Primary office
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