Sterling Capital Brokers
Curated by SignalRobo advisory platform offering investment services for wealth managers.
Overview
Sterling Capital Brokers is a fintech company that offers robo advisory services designed for wealth managers. The platform employs algorithms to provide automated investment advice and manage portfolios, taking into account individual client risk tolerance and financial goals. The company targets small to medium-sized businesses and enterprise clients in Toronto, providing services such as group insurance plans, retirement planning, and investment management. Sterling Capital Brokers integrates its software with HRIS and payroll systems to reduce administrative tasks and improve client experience. The company focuses on delivering support and tailored solutions to navigate the complexities of wealth management.
Key facts
- Founded
- 2012
- Headquarters
- Toronto, Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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Open roles
6 rolesPart-Time Office Administrator
East York, Ontario, Canada · On-site · Volunteer
Payroll & Benefits Administrator
Canada · On-site · Volunteer
Executive Account Manager
Alberta, Canada · Remote · Full-time
