WealthApp Solutions
Curated by SignalFinancial planning platform offering tools for advisors and clients.
Overview
WealthApp Solutions is a company that focuses on offering financial planning tools designed for financial planners and advisors. Their services encompass estate and trust planning, portfolio management, alternative investment funds, and mutual fund performance analysis. The company targets individuals who are looking for personalized investment advice and online investing options. WealthApp Solutions utilizes predictive analytics, digital dashboards, and secure client portals to address financial management complexities. The platform also facilitates communication and compliance management to meet regulatory standards. Additionally, the integration of APIs allows for efficient data exchange across various financial services, with the goal of simplifying financial needs and supporting client relationships.
Key facts
- Founded
- 2014
- Headquarters
- Kolkata, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 3 products and services
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- Commercial model
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Contact
- Primary office
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