pennywise
Curated by SignalRobo advisory platform enhancing wealth management through automated investment solutions.
Overview
Pennywise is a fintech company that offers robo advisory services designed for wealth managers. The platform utilizes algorithms to provide automated investment advice and manage portfolios, with an emphasis on aligning with client-specific risk tolerance and financial goals. Pennywise integrates with the existing systems of wealth managers to enhance their ability to deliver personalized investment strategies on a larger scale. Additionally, the company conducts workshops and provides tools aimed at improving financial literacy and security for employees within organizations. By targeting organizations that aim to improve their employees' financial well-being, Pennywise addresses issues related to financial insecurity and a lack of knowledge in personal finance through educational resources and expert guidance.
Key facts
- Founded
- 2020
- Headquarters
- India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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Contact
- Primary office
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