VirtualB
Curated by SignalAI-based lead generation and portfolio construction solutions for wealth management
Overview
AI-based lead generation and portfolio construction solutions for wealth management. It provides customer lifecycle management solutions for wealth managers, banks, and insurance companies. Solutions include portfolio builder which is a portfolio construction platform for investment and insurance products, customer profiling, and financial well-being index by AI. Features simulation tools, robo-advisory solutions, portfolio management, cross-selling solutions, etc.
Key facts
- Founded
- 2001
- Headquarters
- London, United Kingdom
- 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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