Rebalance IRA
Curated by SignalRobo advisory platform simplifying investment management for everyday Americans.
Overview
Rebalance IRA is a fintech company that offers robo-advisory services designed for wealth managers. The company focuses on providing automated investment advice and portfolio management. It employs algorithms to create and manage diversified portfolios that align with clients' risk tolerance and financial goals. Rebalance IRA targets individual investors, particularly in the context of retirement planning, and offers services related to 401(k) partnerships and resources to address investment challenges, including those arising from the COVID-19 pandemic. The platform integrates with wealth managers' systems to enhance service delivery while providing a secure online environment for client interactions. The company's stated mission is to simplify financial management, allowing individuals to make informed decisions regarding their wealth.
Key facts
- Founded
- 2012
- Headquarters
- Palo Alto, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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