Sumfee
Curated by SignalWealth data aggregation platform offering cash flow planning tools.
Overview
Sumfee is a wealth data aggregation platform that aims to assist wealth managers in consolidating financial data from various sources into a single view. The platform includes tools for cash flow planning, allowing users to monitor income, recurring payments, and expenses, while incorporating two-factor authentication for data security. It features a visual cash timeline and the capability to manage multiple wallets, which may contribute to the financial planning process. The company's mission is to provide a free tool intended to simplify financial organization and planning, thereby supporting wealth managers in delivering personalized advice and improving client relationships. Currently, the platform is in beta, with ongoing development focused on enhancing user experience and data management.
Key facts
- Founded
- 2020
- Headquarters
- Czech Republic
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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