Siepe
Curated by SignalWealth management software suite optimizing operations for fund managers.
Overview
Siepe is a company that offers a software suite aimed at wealth management, specifically designed for wealth managers and financial advisors. The platform incorporates various financial technology tools, such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. Siepe targets fund managers and seeks to support informed decision-making and operational scalability through its middle-office services, cloud IT infrastructure, and automated financial data extraction. The platform provides secure, real-time data aggregation and compliance features, which are intended to facilitate personalized client engagement and operational efficiency, thereby supporting investment strategies in a digital environment.
Key facts
- Founded
- 2012
- Headquarters
- Dallas, United States
- Stage
- Sign up to view
- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
- Sign up to view
- 5 products and services
- Sign up to view
Contact
- Primary office
- Sign up to view
- Sign up to view
Open roles
44 rolesSenior Software Engineer - CLO Compliance
Dallas, TX · On-site · Volunteer
Operations Associate - Collateral Administration
Kuala Lumpur, Federal Territory of Kuala Lumpur, Malaysia · On-site · Volunteer
CLO Compliance Senior Analyst
Houston, TX · On-site · Volunteer
