Leading Global Advice Technology Specialist
We are on a mission to close the global financial advice gap by powering institutions to provide advice for all, through digital advice technology.
We combine the power of digital intelligence with a human touch to enable smarter, more flexible and more secure advice delivery for everyone.
We powered the first robo-investment solution in Australia and have since partnered with banks and wealth managers worldwide to deliver a customer-centric model that brings a customer and adviser together into a single advice workflow.
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- Funding stage
- Series B