SeekInvest
Curated by SignalFinancial planning platform enabling personalized investment proposals for advisors.
Overview
SeekInvest is a financial planning platform that aims to assist individuals in managing their personal finances. The platform aggregates financial data to provide users with an overview of their financial health. It allows financial advisors to develop personalized investment proposals based on individual client goals, including retirement and wealth accumulation. SeekInvest offers tools for goal setting, budgeting advice, and risk management strategies, which are supported by algorithms. The platform caters to financial advisors and enterprises, aiming to streamline the investment management process while aligning with client interests and values. SeekInvest seeks to facilitate informed decision-making in the context of personal finance.
Key facts
- Founded
- 2020
- Headquarters
- Weston, 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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