Tandem Wealth Advisors
Curated by SignalPortfolio management platform simplifying investment processes for wealth managers.
Overview
Tandem Wealth Advisors focuses on portfolio management services for wealth managers in the fintech sector. The company utilizes technology to support investment strategies and client outcomes. Its offerings include Tandem Collective Funds and Tandem ETF Portfolios, which are designed for various investment profiles, ranging from conservative to aggressive. The firm employs artificial intelligence and machine learning to analyze market data and evaluate risk, assisting wealth managers in developing customized portfolios that meet specific client objectives. The platform features real-time analytics and API integrations with custodians and trading platforms, providing a detailed overview of client assets and supporting decision-making and regulatory compliance. This methodology aims to address the complexities associated with investment management.
Key facts
- Founded
- 2021
- Headquarters
- Phoenix, 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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