WealthObjects
Curated by SignalCustomizable white label robo advisors for wealth management institutions.
Overview
WealthObjects operates as a provider of white label robo advisors, offering customizable wealth management software solutions to financial institutions. Their services include hybrid digital advice, digital robo advice, digital retirement solutions, self-directed investing, and portfolio tools. WealthObjects enables wealth managers to provide automated investment advisory services under their own brand, addressing the need for improved client engagement and streamlined investment processes. The platform utilizes algorithms for portfolio management, automatic rebalancing, and performance tracking, which may assist institutions in enhancing their service offerings with reduced development time. Additionally, WealthObjects features modular and API-led integration capabilities that support financial institutions in launching customized digital investing propositions.
Key facts
- Founded
- 2015
- Headquarters
- London, United Kingdom
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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Contact
- Primary office
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- Phone
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