Vista

Curated by Signal

Platform for personal financial planners offering solutions through technology

Overview

Platform for personal financial planners offering solutions through technology. It provides an app for clients, integration with banks, and standardized work processes. The platform manages plans and connects financial planners with clients.

Key facts

Founded: 2020
Headquarters: Brasilia, Brazil
Stage: Sign up to view
Industry: Financial Technology
Sector: Wealth Technology

Business model

GTM channel: Sign up to view
5 products and services: Sign up to view

Contact

Primary office: Sign up to view

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Competitors & similar companies

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Opesway
Financial planning platform enabling individuals to analyze personal finances.
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AzuBud
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Lumpsum
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About Vista

What does Vista do?

Platform for personal financial planners offering solutions through technology.

Where is Vista headquartered?

Vista is headquartered in Brasilia, Brazil.

When was Vista founded?

Vista was founded in 2020.

Which sector is Vista in?

Vista operates in Wealth Technology, part of Financial Technology.

Who are Vista's competitors?

Companies similar to Vista include Opesway, AzuBud, and Lumpsum.