Resonate
Curated by SignalWealth management software suite focusing on faith-based investing solutions.
Overview
Resonate offers a wealth management software suite that integrates various fintech tools aimed at improving the operations of wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, with support from artificial intelligence (AI) and machine learning for predictive analytics. A notable aspect of Resonate is its focus on faith-based investing, highlighted by the Resonate Score™, which enables financial advisors to assess the alignment of investment options with clients' personal convictions. This technology seeks to meet the needs of financial advisors and clients who wish to align their investments with their values, while also addressing compliance and operational efficiency through secure data aggregation and application programming interface (API) integrations.
Key facts
- Founded
- 2022
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 2 products and services
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