Valuefy
Curated by SignalPortfolio management technology enhancing investment strategies for wealth managers.
Overview
Valuefy is a fintech company that focuses on portfolio management technology aimed at wealth managers. The company offers a range of products intended to improve investment strategies and client outcomes. Its platform utilizes artificial intelligence and machine learning to analyze market data, evaluate risk, and identify investment opportunities, enabling wealth managers to tailor portfolios to meet the specific needs of individual clients. Valuefy targets independent advisors, boutique wealth managers, and banks, providing solutions such as 'Wealth in a Box' and portfolio intelligence tools. The platform supports real-time analytics and integrates with custodians and trading platforms, addressing challenges related to scaling and enhancing client experiences in the wealth management industry.
Key facts
- Founded
- 2010
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
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 rolesFinance and Accounts Manager
Thane, Maharashtra, India · On-site · Volunteer
NodeJS Developer
Mumbai Metropolitan Region · On-site · Full-time
