We combine academic rigour with industry best practice to deliver a unique total portfolio management platform in the Fintech space.
Business Model: B2C
Revenue: $0
Employees: 1-10
Address:
City: Toronto
State: Ontario
Zip:
Country: Canada
We combine academic rigour with industry best practice to deliver a unique platform in the Fintech space. We open up the portfolio management black box and show investors the “nutrition facts” and the risk drivers of their portfolios and their financial plans. We stress the importance of total portfolio management; that is, how the different pieces of a portfolio work together to diversify risk and achieve the desired investment objectives. Our portfolio analysis enables the aggregation of multiple accounts from multiple institutions for a complete view of their financial picture. Our solution is easily scalable to include users from other countries.
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Announced Date | Company | Transaction | Money Raised |
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Announced Date | Transaction | Number of Investors | Money Raised | Lead Investors | 6/2017 | Non Equity Assistance | 1 | - |
FinTech Sandbox FinTech Sandbox |
6/2017 | Non Equity Assistance | 1 | - |
FinTech Sandbox FinTech Sandbox |
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Announced Date | Name | Price |
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Revenue: 0 - 100000 Employees: 1 - 10 Industry: Advertising |
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