Unovest
Curated by SignalRobo-advisory platform offering goal-based investment strategies for individuals.
Overview
Unovest is a fintech company that offers robo-advisory services designed for wealth managers. The platform emphasizes goal-based planning and investment strategies, employing algorithms to develop and manage diversified portfolios that correspond to client risk profiles and financial objectives. It targets individuals interested in wealth accumulation and provides various products, including newsletters and blog posts that offer insights into financial planning. Unovest integrates with existing wealth management systems, aiming to improve the efficiency of personalized advice delivery by wealth managers. The platform seeks to address the challenges associated with achieving financial goals, especially in variable market conditions, by supplying data-driven insights and expert guidance.
Key facts
- Founded
- 2015
- Headquarters
- Pune, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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- Commercial model
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