Ribbon
Curated by SignalWealth management software suite enhancing financial institutions' operational efficiency.
Overview
Ribbon is a fintech company that offers a wealth management software suite designed for wealth managers and financial advisors. The platform includes features such as customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with support from artificial intelligence (AI) and machine learning for predictive analytics. Ribbon targets financial institutions with its digital estate center solution, which aims to increase deposits, lower acquisition costs, and meet the needs of evolving demographics. The platform provides customizable experiences and compliance features intended to enhance client engagement and operational efficiency. Additionally, Ribbon's application programming interfaces (APIs) allow for integration with external services.
Key facts
- Founded
- 2023
- Headquarters
- San Francisco, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 9 products and services
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- Commercial model
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Contact
- Primary office
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