Wealthcube
Curated by SignalFinancial planning solutions simplifying investment strategies for diverse investors.
Overview
Wealthcube is a fintech company that focuses on providing solutions for financial planners and advisors. It offers tools designed to assist in client management and investment strategies. The platform includes services such as retirement planning, post-graduation planning for children, tax saving options, capital protection strategies, cash management, and advice on global equities investments. Wealthcube targets a diverse clientele, including individual investors, corporate entities, institutional investors, non-resident Indians (NRIs), and high net worth individuals. The company aims to address the complexities of investing through personalized assessments and on-site services. Additionally, it features digital dashboards, secure client portals, and compliance management systems to support communication and regulatory adherence.
Key facts
- Founded
- 2011
- Headquarters
- Mumbai, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 10 products and services
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- Commercial model
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Contact
- Primary office
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