Root Assets
Curated by SignalFinancial planning platform offering personalized solutions for individual finances.
Overview
Root Assets is a fintech company that focuses on financial planning solutions for individuals. The platform aggregates financial data to provide users with an overview of their financial health. It employs algorithms to develop customized financial plans that cater to various individual goals, including retirement, education funding, and wealth accumulation. The company's offerings include personalized financial plans, strategies for debt elimination, retirement planning, and education savings solutions. Root Assets targets individuals who are looking for professional financial advice and provides tools for scenario analysis to assist users in making informed financial decisions.
Key facts
- Founded
- 2014
- Headquarters
- Tucson, United States
- 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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- Commercial model
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Contact
- Primary office
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