Serafim Finance
Curated by SignalFinancial planning solutions enhancing client management and investment strategies.
Overview
Serafim Finance is a company that offers a range of tools aimed at financial planners and advisors to assist in 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 that provide real-time insights into client portfolios. It also offers customizable financial planning software for detailed analysis of client financial health, along with secure client portals to support communication. The company emphasizes compliance management and provides integrated APIs for data exchange, targeting wealth management practices for financial professionals in Sweden.
Key facts
- Founded
- 2004
- Headquarters
- Stockholm, Sweden
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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Open roles
2 rolesAccount officer till Business Support
Stockholm, Stockholm County, Sweden · On-site · Part-time
Chief Financial Officer
Stockholm, Stockholm County, Sweden · On-site · Full-time
