Upturn
Curated by SignalAI-driven robo advisory platform for wealth managers enhancing investment decisions.
Overview
Upturn is a fintech company that specializes in robo advisory services designed for wealth managers. The platform employs algorithms to provide automated investment advice and manage portfolios, with a particular emphasis on US stocks and ETFs. Upturn integrates with the existing systems of wealth managers, allowing them to deliver personalized investment strategies on a larger scale. The platform includes features such as daily top picks, robo portfolios, and market analysis, which assist wealth managers in making decisions informed by AI-driven insights. The company's mission focuses on enabling users to make data-informed investment choices, addressing the demand for efficient advisory services within the wealth management industry.
Key facts
- Founded
- 2016
- Headquarters
- Fremont, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
- Primary office
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Open roles
19 rolesTeam member
Littleton, CO · On-site · Contract
CDP
Newcastle Upon Tyne, England, United Kingdom · On-site · Contract
All Other Roles
San Francisco, CA · On-site · Contract
