Ursa
Curated by SignalApp-based trading platform offering personalized investment and advisory services.
Overview
Ursa operates as an app-based trading platform that offers investment services, including investment advisory and brokerage services. The platform is designed for individuals looking to invest and grow their wealth, addressing issues related to financial education and access to investment products. Ursa provides a personalized portfolio experience, daily insights, and educational content to assist users in making informed investment decisions. Users can invest in curated portfolios, subject to a minimum account balance requirement. The company's commercial model includes a 1% annual fee based on assets under management, and it collaborates with DriveWealth for brokerage services, which contributes to its operational capabilities.
Key facts
- Founded
- 2019
- Headquarters
- San Francisco, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Investment Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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Contact
- Primary office
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