Locations
London, UK · Kingston Vale, London SW15, UK
industry
Finance · Lending and Investments · Software · Sustainability
Size
1 - 10 employees
Stage
Pre Seed
founded in
2022
Developer of a financial advisor tool designed to help advisors deliver personalized investment solutions that align with clients' values. The company's platform offers financial advisors features like values mapping, direct indexing and reporting, enabling clients to build lasting customer relationships by providing transparency, education, and flexible investment solutions tailored to clients' values.
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