Rally Assets
Curated by SignalRobo-advisory platform enabling impact investing for wealth managers.
Overview
Rally Assets is a fintech company that offers robo-advisory services designed for wealth managers, with a specific emphasis on impact investing. The platform provides automated investment advice and portfolio management, employing algorithms to construct diversified portfolios that align with clients' risk tolerance and financial goals. The company targets foundations, institutional investors, family offices, and accredited individuals, focusing on impact funds and tailored client portfolios that aim to achieve positive social and environmental outcomes in addition to financial returns. Rally Assets' services encompass market analysis, predictive forecasting, and performance tracking, which are intended to enhance the capabilities of wealth managers in delivering personalized advice. As a certified B Corporation and a fund-of-funds manager for the Government of Canada's Social Finance Fund, Rally Assets highlights its dedication to impact investing.
Key facts
- Founded
- 2011
- Headquarters
- Toronto, Canada
- 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
- Primary office
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- Phone
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Open roles
1 roleAssociate, Communications
Greater Toronto Area, Canada · Hybrid · Full-time
