Swanest
Curated by SignalRobo advisory platform delivering automated investment guidance for wealth managers.
Overview
Swanest is a fintech company that offers robo advisory services specifically designed for wealth managers. The platform delivers automated, algorithm-driven investment advice and portfolio management, and is intended to integrate with existing systems to support personalized client interactions. Swanest's services include marketing and reporting tools, automated financial guidance, and investment management resources. The company targets wealth managers and media professionals, aiming to provide solutions for efficient financial management and decision-making support. Key features of Swanest include market analysis, predictive forecasting, and performance tracking, which are designed to assist users in optimizing their investment strategies while maintaining privacy and facilitating communication.
Key facts
- Founded
- 2014
- Headquarters
- London, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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