Wealthstreet
Curated by SignalFinancial planning solutions for advisors, enhancing client management and investment.
Overview
Wealthstreet is a fintech company that focuses on providing financial planners and advisors with a range of tools aimed at improving client management and investment strategies. The platform includes features such as predictive analytics for market trend forecasting, robo-advisory services for investment advice, and digital dashboards that offer real-time insights into client portfolios. Wealthstreet also offers customizable financial planning software for detailed analysis of client financial health, along with secure client portals for communication and document sharing. Furthermore, the platform includes compliance management systems to ensure regulatory adherence and integrated APIs for data exchange across banking, investment, and insurance services.
Key facts
- Founded
- 2017
- Headquarters
- Ahmedabad, India
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 5 products and services
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- Commercial model
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Contact
- Primary office
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Open roles
21 rolesContent Writer & Social Media Executive
Ahmedabad, Gujarat, India · On-site · Volunteer
Sr Executive / Assistant Manager – Claims and Underwriting
Ahmedabad, Gujarat, India
Assistant Manager- Account & Finance
Ahmedabad, Gujarat, India
