Wingman
Curated by SignalAutomated options trading assistant simplifying trade tracking and analysis.
Overview
Wingman is a portfolio management platform tailored for wealth managers within the fintech sector, with a particular emphasis on options trading. The platform incorporates technology such as artificial intelligence and machine learning to assist in optimizing investment strategies and improving client outcomes. It aims to mitigate the difficulties associated with manual trade tracking by automating the processes of importing, grouping, and analyzing transaction data from various brokerage platforms. Wingman includes tools for trade tracking, breakeven calculations, and strategy performance analysis, which are intended to help wealth managers deliver personalized, data-driven advice. The platform is compatible with multiple brokerage accounts and seeks to enhance client satisfaction and investment performance through real-time analytics and detailed insights.
Key facts
- Founded
- 2017
- Headquarters
- Austin, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 6 products and services
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Contact
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