Seattle, WA
Summary
This business provides a digital platform for personalized investment management, focusing on helping individuals and families achieve their financial goals through tailored investment strategies. It offers a range of services including portfolio management, financial planning, and investment advice, utilizing technology to enhance user experience and accessibility. The target market includes both novice and experienced investors looking for customized investment solutions.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
23.8 years — Since Mar 2001
Web Hosting
Platform
E-Mail Provider
NAICS Code
523930
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Financial Technology
2. Investment Advice
No vendors identified.
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