
Security Compliance Software
Provider of a digital advisor platform designed to democratize wealth management. The company's digital advisor platform offers services such as a compliance and regulatory services, portfolio modelling and management, investor marketing, campaign management and investor support, cross-account portfolios management, client monitoring and KYC adjustment and others, enabling any firms to offer wealth management services at a low cost to any investor.
- Revenue
- $5.9M
- Customers
- -
- Year founded
- 2016
- Funding
- -
- Team size
- 5
- Location
- Canada

















