Abbove offers a collaborative wealth planning platform that integrates financial advisors, clients, and wealth data through automated connections with over 300 financial institutions. This platform enables proactive wealth discussions and tailored advisory services, addressing the need for continuous engagement and comprehensive management of clients' financial goals throughout their lives.
Funding
$3.2M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Wealth advisors often struggle to maintain continuous engagement with clients and lack a comprehensive view of their clients' financial situations due to fragmented data and limited collaboration tools. This makes it difficult to provide proactive, tailored advice that addresses clients' evolving needs and goals throughout their lives.
Solution
Abbove offers a collaborative wealth planning platform that integrates financial advisors, clients, and wealth data, fostering proactive and continuous wealth discussions. The platform aggregates data from over 300 financial institutions and insurance companies, translating complex financial information into a structured and easily accessible database. By providing a holistic view of a client's wealth, Abbove enables advisors to identify opportunities, define goals, and create actionable plans that can be shared and communicated effectively. The platform also offers financial, tax, and estate planning simulators connected to client data, improving the accuracy and quality of advice.
Target Audience
Abbove is designed for financial advisors, accountants, family offices, and private banks seeking to enhance client engagement, streamline wealth planning, and provide holistic advisory services.
Features
- Data aggregation from over 300 financial institutions and insurance companies via secure integrations.
- Comprehensive wealth database that structures complex financial information for easy access and manipulation.
- Collaborative client-advisor interface for continuous communication and proactive intervention.
- Financial, tax, and estate planning simulators connected to client data for accurate advice.
- Goal-setting and action planning tools to translate client needs into concrete objectives.
- Customizable reporting features to create tailored wealth reports.
- Secure document sharing and third-party access management.
- Mobile interface for on-the-go access.
- Compliant with ISO 27001, ISAE 3000, SOC 24/7, and GDPR standards, ensuring data security and confidentiality.