Zodiac Partners
Curated by SignalFinancial planners' solutions enhancing wealth management and client interactions.
Overview
Zodiac Partners is a company that offers solutions for financial planners and advisors, with a focus on wealth management and full-service brokerage. Their services include global multi-asset execution, prime brokerage, custody, and wealth management. The company targets professional clients and provides tools such as predictive analytics, robo-advisory platforms, and customizable financial planning software. Additionally, Zodiac Partners features secure client portals for communication and compliance management systems to support regulatory adherence. The integration of APIs is intended to facilitate data exchange and address challenges in wealth management.
Key facts
- Founded
- 2017
- Headquarters
- London, United Kingdom
- 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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