Wealthtime
Curated by SignalFinancial planners' platform offering advanced tools for investment management.
Overview
Wealthtime is a fintech company that focuses on providing financial planners and advisors with a range of tools aimed at improving client management and investment strategy development. The platform includes features such as predictive analytics, robo-advisory services, and digital dashboards that offer real-time insights into client portfolios. Wealthtime's offerings consist of customizable financial planning software, secure client portals for enhanced communication, and compliance management systems to support regulatory requirements. The company targets financial advisors and aims to meet the demand for comprehensive investment wrap services, facilitating streamlined operations and personalized investment advice. The integration of various solutions and effective data exchange is intended to improve the overall wealth management process.
Key facts
- Founded
- 2008
- Headquarters
- Bath, 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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Contact
- Primary office
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- Phone
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Open roles
26 rolesM&A Manager - Corporate Development
London, England, United Kingdom · On-site · Volunteer
Operations Director
Tottenham, England, United Kingdom · On-site · Volunteer
Associate Financial Planner
Horsham, Victoria, Australia · On-site · Volunteer
