Yayati
Curated by SignalWhite label robo advisor platform enabling personalized wealth management solutions.
Overview
Yayati is a fintech company that offers a white label robo-advisor platform aimed at wealth managers who wish to deliver automated investment advisory services under their own brand. The platform employs algorithms to create and manage diversified investment portfolios that are customized according to individual client risk profiles and financial objectives. Notable features of the platform include tax intelligence, automatic rebalancing, risk assessment, and performance tracking. Yayati targets enterprises within the financial industry, providing tools that may enhance client engagement and investment outcomes while requiring minimal development time. The company focuses on simplifying wealth management through interconnected solutions, addressing the demand for personalized infrastructure in the financial sector.
Key facts
- Founded
- 2020
- Headquarters
- Irvine, United States
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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Contact
- Primary office
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