SaveDaily
Curated by SignalWhite label robo-advisors enabling branded automated investment services.
Overview
SaveDaily operates as a provider of white label robo-advisors, offering customizable platforms that enable wealth managers to deliver automated investment advisory services under their own brand. Their solutions utilize algorithms to create and manage diversified investment portfolios tailored to individual client risk profiles and financial goals. The platform includes features such as automatic rebalancing, tax-loss harvesting, and performance tracking, which assist in maintaining optimized portfolios. Targeting both financial and non-financial institutions, SaveDaily's offerings encompass robo-advisor solutions, health savings accounts, credit card overlay programs, and insurance-based products. By facilitating integration and providing a reporting engine, SaveDaily aims to address the demand for savings and investment options in the mass market segment.
Key facts
- Founded
- 1999
- Headquarters
- Seal Beach, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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- Phone
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