Tolomeo Capital
Curated by SignalWealth management software suite offering systematic investment solutions and analytics.
Overview
Tolomeo Capital is a company that offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform integrates various functionalities, including customer relationship management (CRM), portfolio management, performance reporting, and financial planning, with enhancements from artificial intelligence (AI) and machine learning for predictive analytics. The company targets professional and institutional investors and provides systematic investment solutions, which include proprietary funds and advisory services, with a focus on sustainability risk management. The platform features secure data aggregation and compliance capabilities that support personalized client engagement and operational efficiency. Tolomeo Capital utilizes technology and a scientific approach to address the complexities associated with niche market investments, facilitating informed decision-making.
Key facts
- Founded
- 2011
- Headquarters
- Zurich, Switzerland
- 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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- Phone
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