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Provider Type
Technology Providers
Technology Providers
Tagline
The AI wealth data platform for complex portfolios
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Founded
2019
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Location
Spain
United Kingdom
Verified
Verified
Not verified
Categories
AdvisorsArtificial IntelligenceComplianceDataData AggregationPortfolio ManagementReportingSecurity & Risk
Consolidated ReportingCRMPortfolio Management
Services
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Target Segments
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Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
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—
Client Types
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Provider Type
Technology ProvidersTagline
The AI wealth data platform for complex portfoliosFounded
2019Location
SpainVerified
VerifiedCategories
AdvisorsArtificial IntelligenceComplianceDataData AggregationPortfolio ManagementReportingSecurity & Risk
Services
—Target Segments
—Regions Served
—Client Types
—Website
Visit WebsiteProvider Type
Technology ProvidersTagline
—Founded
—Location
United KingdomVerified
Not verifiedCategories
Consolidated ReportingCRMPortfolio Management
Services
—Target Segments
Independent financial or investment advisorMulti-family officePrivate bankService provider
Regions Served
—Client Types
—Website
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