SwitchPoint
Curated by SignalRetirement investment platform enabling financial independence through evidence-based strategies.
Overview
SwitchPoint operates in the retirement investment platforms sector, offering tools designed for wealth managers to create retirement strategies for their clients. The platform supports the management of retirement portfolios, including Individual Retirement Accounts (IRAs) and 401(k) plans, and includes features such as automated rebalancing, tax optimization, and risk assessment. It utilizes advanced analytics to assist in personalized retirement planning, taking into account individual financial goals and prevailing market conditions. The company targets high-income professionals and individuals experiencing significant financial changes, and it follows a fee-only fiduciary model, which aims to provide transparency and eliminate hidden fees. SwitchPoint emphasizes evidence-based investing and comprehensive wealth management services to help clients work towards financial independence.
Key facts
- Founded
- 2016
- Headquarters
- Lehi, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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