WiseFactors
Curated by SignalFinancial planning platform offering personalized asset management solutions.
Overview
WiseFactors is a fintech company that focuses on financial planning solutions for individuals, particularly in the area of asset management services. The platform consolidates users' financial data to develop personalized financial plans aimed at achieving specific objectives, such as retirement and wealth accumulation. WiseFactors employs research recognized by Nobel laureates and scientific methodologies to construct portfolios that are characterized by low fees and minimal investment thresholds. The company targets individuals interested in long-term digital investing options and facilitates an online experience through TD Ameritrade, allowing clients to access professionally managed portfolios with a fiduciary duty to act in their best interests. The platform seeks to mitigate issues related to high fees and restricted access to quality investment management, thereby enabling users to make informed financial choices.
Key facts
- Founded
- 2017
- Headquarters
- Burr Ridge, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 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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