Woven Advice
Curated by SignalWealth data aggregation platform enhancing financial advice through analytics.
Overview
Woven Advice is a wealth data aggregation platform that assists financial advice firms in managing and analyzing financial data from various sources. The platform consolidates information from bank accounts, investment portfolios, and real estate holdings, allowing wealth managers to obtain a comprehensive view of their clients' financial situations. It offers analytics, custom integrations, and data tools that utilize artificial intelligence, which may aid in decision-making and client relationship management. Woven Advice targets financial advice firms and aims to address challenges related to data management and analysis, with a focus on streamlining processes to support practice growth and improve portfolio outcomes, while also ensuring data security and compliance.
Key facts
- Founded
- 2022
- Headquarters
- London, United Kingdom
- 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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