Wallet Max
Curated by SignalPersonal wealth data aggregation platform promoting financial wellness and sustainability.
Overview
Wallet Max functions as a personal wealth data aggregation platform that allows individuals to manage their financial portfolios in a centralized manner. The platform aggregates data from multiple financial sources, such as bank accounts and investment portfolios, to provide users with an overview of their financial health. It includes features such as analytics, customizable dashboards, and options for financial coaching, which enable users to monitor their net worth and make decisions related to investments and spending. Wallet Max targets individuals focused on financial wellness and sustainability, and it connects users with sustainable businesses through its AI-driven application. The company generates revenue through partnerships and transaction commissions.
Key facts
- Founded
- 2020
- Headquarters
- Canada
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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