• FOUNDING YEAR: 2012
    LOCATION:
    United States
    REGION:
    NY
    Last Update:
    18 Oct, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Investment Portfolio Analyst It helps investors get holistic financial advice customized to situation.
REVENUE MODEL:
Viewable by subscribers only
EXISTING PARTNERSHIPS:
Charles schwab,Fidelity,Extrade,Scotttrade
COMMENT
Their technology helps in calculating portfolio-level risk and return for brokerage account and determine the gains and losses for the overall portfolio.

PEOPLE

FOUNDERS:
Saira Suleman

TRACTION

Insufficient information for accurate analysis

MOMENTUM

Insufficient information for accurate analysis

LATEST RESEARCH