Sharesies
Curated by SignalRobo-advisory platform enhancing investment access and financial empowerment.
Overview
Sharesies operates as a fintech platform that offers robo-advisory services designed for wealth managers. The platform employs automated, algorithm-driven investment advice to create and manage diversified portfolios that align with client risk tolerance and financial goals. Sharesies provides a range of products, including a KiwiSaver scheme, various investment options, and a savings account. The platform is aimed at individual investors, including those saving for retirement or purchasing their first homes. Sharesies includes features such as monthly plans, auto-invest, and integration with existing wealth management systems. The company's mission focuses on increasing access to investment opportunities and fostering a supportive community.
Key facts
- Founded
- 2016
- Headquarters
- Wellington, New Zealand
- 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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- Commercial model
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Contact
- Primary office
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