Zreya Wealth Solutions
Curated by SignalTechnology solutions empowering financial advisors to enhance client management.
Overview
Zreya Wealth Solutions focuses on developing technology tools and solutions for financial planners and advisors. The platform includes a range of services such as a white-labeled goal-based financial planning platform, personalized branded financial websites, integrated CRM lead management tools, and client onboarding tools. Zreya offers tools like predictive analytics and secure client portals to assist financial advisors in managing client relationships and formulating investment strategies. The primary audience consists of financial advisors looking to enhance their practices through technological advancements. Zreya aims to address issues related to client engagement and compliance, facilitating the delivery of personalized financial services.
Key facts
- Founded
- 2012
- Headquarters
- Bengaluru, India
- 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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- Phone
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