Piton Wealth
Curated by SignalWealth management software suite streamlining financial planning and investment management.
Overview
Piton Wealth is a company that offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, all integrated into a single system. It employs artificial intelligence (AI) and machine learning for predictive analytics. The company targets individuals who are looking for financial planning and investment management services. One of its key offerings is the Navigated Journey™ planning process, which assists clients in organizing their financial situations, developing personalized plans, and aligning investment portfolios with their risk tolerance. Piton Wealth operates on a fee-based model and emphasizes transparency, focusing on client relationships and ensuring compliance with regulatory standards.
Key facts
- Founded
- 2002
- Headquarters
- Kennewick, United States
- 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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- Commercial model
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Contact
- Primary office
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Open roles
2 rolesFinancial Support Associate
Kalispell, MT · On-site · Full-time
Client Service Associate (Wealth Advisor track)
Kalispell, MT · On-site · Full-time
