Wakefield, MA
Summary
This business provides innovative wealth management solutions that enable personalized investing at scale. Their platform supports various financial service providers, including broker-dealers, asset managers, banks, registered investment advisors (RIAs), and turnkey asset management platforms (TAMPs). The services include portfolio construction, risk profiling, compliance management, and advanced trading capabilities, aimed at improving investor outcomes and operational efficiency.
We offer API access to our data.
8 of 8 checks passed
Label
Value
Active Dates
21.7 years — Since Apr 2003
Web Hosting
Platform
E-Mail Provider
Mimecast
NAICS Code
523920
SIC 4 Digit Code
6282
SIC 2 Digit Code
62
Industry
1. Wealth Management Technology
2. Portfolio Management
Vendor
Source
Dynatrace
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IBM NS1
NS Record
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| 2024 |
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