Vertical SaaS for Investment Advisors1-10 Employees

B2B
Early Stage
Startup in initial stages

Website
: Location
Toronto: Company size
1-10 people: Total raised
$1.7M: Company type
Investment AdvisorSaaSInvestment FirmFinancial Institution Consumer Financial Services: Market
Investment Management

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Vertical SaaS for Investment Advisors

We provide an end-to-end vertical SaaS platform for advisors to launch and grow independent advisory businesses. Our zapier-like automation engine helps streamline financial planning workflows to make advisory businesses run efficiently.

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