Plinqit
Curated by SignalRobo-advisory platform simplifying savings and investment for users.
About
Plinqit is a fintech company that offers robo-advisory services designed for wealth managers, with an emphasis on automated investment advice and portfolio management. The platform utilizes algorithms to develop and oversee diversified portfolios that correspond to client risk profiles and financial goals. Plinqit features a savings application aimed at facilitating goal-oriented saving, a referral program that provides user rewards, and a skills-building initiative. The company targets both individual users and wealth management firms, aiming to simplify the saving process while maintaining data security through encryption and fund insurance. Plinqit integrates with existing systems to improve the client experience in wealth management.
Key facts
- Founded
- 2015
- Headquarters
- Ann Arbor, 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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Contact
- Primary office
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- Phone
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Open roles
1 roleSales Manager
Ann Arbor, MI · On-site · Full-time
