Prism Investment Advisory
Curated by SignalFinancial planning platform offering retirement and investment solutions for individuals.
Overview
Prism Investment Advisory is a financial planning service that focuses on retirement planning and investment strategies for individuals. The platform aggregates users' financial data to provide an overview of their financial health and facilitates the creation of customized financial plans based on individual goals. It targets individuals who aim to improve their investment returns and secure their financial future. The platform includes tools for goal setting, budgeting, and risk management. It also addresses various investment options, such as ETFs and pension investments, and supports transactions across multiple accounts. The service aims to assist users in making informed financial decisions.
Key facts
- Founded
- 2022
- Headquarters
- Seoul, South Korea
- 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
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