Shelton AI
Curated by SignalPortfolio management software enhancing investment strategies and operational efficiency.
Overview
Shelton AI is a fintech company that offers portfolio management software aimed at financial service firms. The software is designed to assist in optimizing investment portfolios through various tools. Key features of the platform include asset allocation, risk assessment, and performance analysis, which are intended to support the development of customized investment strategies for clients. The platform integrates market data and analytics to facilitate decision-making and includes automation for trade execution and rebalancing. Additionally, Shelton AI provides operational co-pilot and investor co-pilot services that focus on portfolio transparency and fee analytics, catering to investors who seek to enhance returns and minimize costs. The company's mission includes improving advisory services in private equity and addressing challenges related to operational efficiency and performance attribution for asset owners.
Key facts
- Founded
- 2020
- Headquarters
- San Francisco, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 7 products and services
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Contact
- Primary office
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Open roles
1 roleBackend Engineer (3+ Years Experience)
San Francisco, CA
