Smartchase
Curated by SignalFinancial planning platform enabling advisors to access alternative investments.
Overview
Smartchase is a company that focuses on financial planning solutions for individuals. It offers a platform designed for independent financial advisors, providing access to alternative investments and compliance services. The platform aggregates financial data, enabling users to develop customized financial plans that align with personal goals, including retirement and wealth accumulation. Smartchase's product offerings include private capital investment options and technology solutions for client onboarding and customer relationship management (CRM) applications. The company aims to address the issue of limited access to alternative investments, allowing advisors to potentially enhance their service offerings and support informed financial decision-making for their clients.
Key facts
- Founded
- 2015
- Headquarters
- London, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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- Phone
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