Plan & Act
Curated by SignalFinancial planning platform delivering personalized wealth solutions for individuals.
Overview
Plan & Act focuses on financial planning solutions aimed at high net worth individuals. The platform aggregates financial data to provide users with an overview of their financial health. It utilizes algorithms to create tailored financial plans that consider individual objectives, including retirement and wealth accumulation. The service offers features such as goal setting, budgeting advice, investment strategies, and scenario analysis tools to evaluate the potential effects of financial decisions.
Key facts
- Founded
- 2011
- Headquarters
- Salida, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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