Yellowtail
Curated by SignalCustomizable robo advisor platform enabling wealth managers to enhance services.
Overview
Yellowtail operates as a provider of white label robo-advisors, offering customizable platforms that enable wealth managers to deliver automated investment advisory services under their own brand. The solutions utilize algorithms to create and manage diversified investment portfolios tailored to individual client risk profiles and financial goals. Key features include automatic rebalancing, tax-loss harvesting, and performance tracking, which are designed to support portfolio management. Yellowtail also provides consultancy services and fintech solutions, with a focus on digital pension solutions and mortgage advice. The company's mission is to develop accessible, data-driven financial management tools that address the needs of financial institutions and consumers.
Key facts
- Founded
- 2020
- Headquarters
- Naarden, Netherlands
- 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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Contact
- Primary office
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- Phone
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Open roles
49 rolesBusiness Analist
Naarden, North Holland, Netherlands · On-site · Internship
Business Consultant
Naarden, North Holland, Netherlands · On-site · Internship
Senior/Managing IT Consultant
Naarden, North Holland, Netherlands · On-site · Internship
