Our platform empowers financial advisors to gain a deep understanding of their clients' needs, create comprehensive financial plans, and deliver exceptional customer experiences. With our solution, advisors can streamline their workflows, improve client engagement, and build long-lasting relationshi...See more
Headquarter Singapore |
Countries of operation Singapore |
Year founded 2017 (7 years) |
Funding status Private |
Company type SME |
Business Development Executive
Co-Founder / CTO
Certified Estate Planner
The company is owned by individual shareholder(s), it has no corporate shareholder.
Job title | Name | Email | Country based in | Job Function | Seniority | |
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Business Development Executive | hidden.item | hidden.item | hidden.item | |||
Co-Founder / CTO | hidden.item | hidden.item | hidden.item | |||
Certified Estate Planner | - | hidden.item | hidden.item | hidden.item |
Revenue: | hidden.item |
Corporate-only access Contact us for a free demo now! | |
Share Capital - Ordinary shares: | hidden.item |
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Company | Incorporation date | Country of Registration | Share capital | Local SIC |
---|---|---|---|---|
| 18 Nov 2017 | Singapore | SGD 10,000 | 62011: DEVELOPMENT OF SOFTWARE AND APPLICATIONS (EXCEPT GAMES AND CYBERSECURITY) |