• FOUNDING YEAR: 2006
    LOCATION:
    United States
    REGION:
    Last Update:
    27 Jun, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Do It Yourself (DIY) financial planning software tools for advisors & white label products. Voyant helps users compare current account balances to future plan goals, and updates action items to keep plans on target.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Lloyds Bank, AXA, Aon, The St. James's Place Wealth Management Group, Pearson Hinchliffe, Foster Denovo Ltd, Pearson Hinchliffe, Bridgewater Wealth Management, Moore & Smalley and many others.
EXISTING PARTNERSHIPS:
Intelliflo, AXA Elevate
COMMENT
Voyant's new feature real-time snapshots which reviews the current financial status and simulate the impact of "what-if" scenarios on forward-looking plans.

PEOPLE

FOUNDERS:
David Kaufman, Troy Mutter, Sonia Grove, Arthur Walker
Board Members and Advisors:
Jason Glazier, David Kaufman, Troy Mutter, Sonia Grove, Arthur Walker
NUMBER OF EMPLOYEES:
11-50

TRACTION

Insufficient information for accurate analysis

MOMENTUM

Insufficient information for accurate analysis

LATEST RESEARCH