QuickVest
Curated by SignalRobo-advisory platform offering automated investment solutions for wealth managers.
Overview
QuickVest is a fintech company that offers robo-advisory services aimed at wealth managers. The platform provides automated investment solutions, which include low-cost ETF models and customized individual stock portfolios, catering to a range of investor requirements. Utilizing artificial intelligence, QuickVest constructs and manages investment portfolios based on individual risk tolerance and financial goals. The company integrates with custodians such as Charles Schwab and Altruist to ensure security and fraud protection. QuickVest targets both novice and experienced investors by offering personalized wealth planning and access to a CERTIFIED FINANCIAL PLANNER™, addressing issues related to accessibility and complexity in investment management.
Key facts
- Founded
- 2015
- Headquarters
- Ladera Ranch, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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- Commercial model
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Contact
- Primary office
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