Tecwealth
Curated by SignalFinancial planners' solutions offering investment strategies and risk management tools.
Overview
Tecwealth is a fintech company that focuses on providing solutions for financial planners and advisors. It offers tools designed to assist in client management and the development of investment strategies. The platform includes a variety of products such as financial planning, risk management, and investment strategies, which are intended for individuals looking to enhance their personal finance management and wealth creation. Tecwealth employs predictive analytics, robo-advisory services, and customizable financial planning software to address the complexities associated with personal finance. Additionally, the platform includes secure client portals for communication and compliance management systems to support regulatory adherence. Tecwealth also provides integrated APIs to facilitate data exchange within the wealth management process.
Key facts
- Founded
- 2014
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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