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Locations

United States · Tel Aviv-Yafo, Israel · Jaffa, Tel Aviv-Yafo, Israel · Montreal, QC, Canada

industry

Information Technology · Software

Size

1 - 10 employees

Stage

Other

founded in

2015

The Wealth Management industry is highly manual, both in terms of client acquisition and client service. Cred enables WM firms to automatically identify unique client aspects and life events, and to customize complex financial products and services for each client - at scale.


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