Stoovo
Curated by SignalFinancial planning solutions enhancing client management and investment strategies.
Overview
Stoovo is a fintech company that focuses on providing financial planners and advisors with solutions aimed at improving client management and investment strategies. The platform includes tools such as predictive analytics for market forecasting, robo-advisory services, and customizable financial planning software. Stoovo features digital dashboards that offer real-time insights into client portfolios and secure client portals that support communication and document sharing. The company also highlights compliance management and offers API integrations for data exchange across various financial services. Stoovo targets financial professionals and seeks to address challenges related to client engagement and regulatory compliance, facilitating informed decision-making in wealth management.
Key facts
- Founded
- 2018
- Headquarters
- San Francisco, United States
- 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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