Tangram Solutions

Curated by Signal

Wealth management platform for advisors

Overview

Tangram Solution provides a wealth management platform to advisors. It offers a platform for managing annuities from different insurers. It enables the user to view fund performance, review and revise portfolio allocations, get client approvals via a dedicated app, and archive all activities for compliance purposes. Also offers information and analytics for ETFs, mutual funds, and equities.

Key facts

Founded: 2011
Headquarters: Evanston, United States
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Industry: Financial Technology
Sector: Wealth Technology

Business model

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Contact

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Competitors & similar companies

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About Tangram Solutions

What does Tangram Solutions do?

Tangram Solution provides a wealth management platform to advisors.

Where is Tangram Solutions headquartered?

Tangram Solutions is headquartered in Evanston, United States.

When was Tangram Solutions founded?

Tangram Solutions was founded in 2011.

Which sector is Tangram Solutions in?

Tangram Solutions operates in Wealth Technology, part of Financial Technology.

Who are Tangram Solutions's competitors?

Companies similar to Tangram Solutions include Digital Wealth Systems, inStream Solutions, and Economic Security Planning.