Round
Curated by SignalFinancial planning solutions streamlining client management and investment strategies.
Overview
Round is a fintech company that focuses on providing financial planners and advisors with a range of tools aimed at improving client management and investment strategies. The platform includes features such as predictive analytics for market trend forecasting, robo-advisory services for investment advice, and digital dashboards for portfolio insights. Round also offers customizable financial planning software for analyzing client financial health and secure client portals for communication. The company highlights compliance management and integrates APIs for data exchange across financial services. Round targets startups with the goal of simplifying financial operations and improving wealth management practices.
Key facts
- Founded
- 2023
- Headquarters
- London, United Kingdom
- 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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Contact
- Primary office
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