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