Summary
This business provides investment solutions tailored for individual and institutional investors, focusing on personalized guidance and advanced technology. Their offerings include an investment platform that integrates with existing broker accounts, investment advisory services, and full portfolio management. They emphasize strategies for income generation, growth, momentum, market neutrality, aggressive investments, and balanced portfolios, specifically targeting investors in Hispanic America.
We offer API access to our data.
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Label
Value
Active Dates
7.7 years — Since Apr 2017
Web Hosting
Platform
E-Mail Provider
Google GSuite
NAICS Code
523920
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Financial Services and Investment Management
2. Portfolio Management
Vendor
Source
OpenAI
TXT Record
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