Templum
Curated by SignalWhite label robo advisor platform streamlining alternative asset investment processes.
About
Templum operates as a provider of white label robo-advisors, offering a customizable platform that allows wealth managers to deliver automated investment advisory services under their own brand. The platform utilizes algorithms to create and manage diversified investment portfolios that are tailored to individual client risk profiles and financial goals. Templum's product suite includes primary issuance facilitation, secondary trading support, and institutional-grade technology, which aim to streamline investment offerings for private market issuances. Targeting wealth managers and institutional clients, Templum addresses the complexities of alternative asset investing by providing end-to-end solutions, market data, and insights.
Key facts
- Founded
- 2017
- Headquarters
- New York City, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
- Banking and Financial Services
- Blockchain
- Crypto
Business model
- GTM channel
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- 8 products and services
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Contact
- Primary office
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- Phone
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Open roles
2 rolesCompliance Associate / Compliance Officer
New York City Metropolitan Area · On-site · Part-time
Compliance Associate / Compliance Officer
New York City Metropolitan Area · On-site · Full-time
