Sharesight
Curated by SignalWealth data aggregation platform enabling centralized investment tracking and analysis.
Overview
Sharesight is a wealth data aggregation platform aimed at assisting wealth managers and investors in consolidating financial data from multiple sources into a single view. The platform includes portfolio tracking software, broker integrations, and analytical tools for investors, allowing users to evaluate their financial situations. Sharesight facilitates the integration of bank accounts, investment portfolios, and other assets, which may support decision-making through analytics and visualization tools. The platform targets investors in over 150 countries and seeks to provide a centralized investment tracking solution, potentially improving client relationships and portfolio management through insights and data accuracy.
Key facts
- Founded
- 2007
- Headquarters
- Sydney, Australia
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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Contact
- Primary office
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