Parmenion
Curated by SignalWhite label robo-advisor platform enabling wealth managers to automate investments.
Overview
Parmenion operates as a white label robo-advisor platform that enables wealth managers to offer automated investment advisory services under their own brand. The platform includes customizable investment portfolios, retirement solutions, and features such as automatic rebalancing and tax-loss harvesting. Targeting financial advisers in the UK, Parmenion aims to provide a comprehensive investment platform that addresses client engagement and investment outcomes. The company utilizes in-house technology to facilitate the advisory process, allowing advisers to concentrate on client relationships. Parmenion also incorporates ESG investing and offers a variety of portfolio options, alongside customer service and financial stability.
Key facts
- Founded
- 2007
- Headquarters
- Bristol, United Kingdom
- 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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- Phone
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