Co-Founder & CTO
Profile summary: MS in Computer Science at Georgia Institute of Technology
A
AssetSprout
assetsprout.com
Website failed a live check on Oct 30, 2026; recheck pending
AssetSprout provides a financial planning platform that integrates CRM systems and custodian data feeds, enabling financial advisors to manage client accounts and billing efficiently. The platform addresses the complexities of performance reporting and asset management, enhancing ROI for financial planners and registered investment advisors.
- Data & Analytics
- Enterprise Software
- Financial Technology
- Software Only
Updated 7 months ago
Funding
Funding rounds are not available yet.
Founders
Product
Features
- AssetSprout provides a financial planning platform that integrates CRM systems and custodian data feeds, enabling financial advisors to manage client accounts and billing efficiently. The platform addresses the complexities of performance reporting and asset management, enhancing ROI for financial planners and registered investment advisors.