Sharpfin
Curated by SignalPortfolio management platform enhancing wealth management for financial advisors.
Overview
Sharpfin is a fintech company that offers a portfolio management platform tailored for wealth managers. The platform incorporates technology aimed at improving investment strategies and client outcomes. It includes tools for customer onboarding, KYC (Know Your Customer) and AML (Anti-Money Laundering) monitoring, as well as branded customer reporting, which are intended to streamline advisory processes for wealth advisors and financial institutions. Sharpfin utilizes artificial intelligence and machine learning to provide real-time analytics related to asset allocation and performance metrics, which can assist in compliance and risk management. The platform features API integrations that provide a comprehensive view of client assets, addressing the complexities of managing diverse portfolios.
Key facts
- Founded
- 2014
- Headquarters
- Stockholm, Sweden
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 6 products and services
- Sign up to view
- Commercial model
- Sign up to view
Contact
- Primary office
- Sign up to view
