Holder
Holder offers an asset management platform that consolidates global investments and personal assets into a single portfolio, providing users with real-time tracking and analysis tools. The platform addresses the challenge of fragmented wealth management by enabling investors to view and manage all their financial assets securely in one place.
- Data & Analytics
- Applications
- Financial Technology
- Software Only
Funding
Raised to date
$20KRaised 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
Many investors struggle to get a consolidated view of their financial assets due to fragmented wealth management systems. Tracking investments across multiple platforms and asset classes is time-consuming and makes it difficult to gain a clear understanding of overall portfolio performance.
Solution
Holder is an asset management platform that consolidates global investments and personal assets into a single portfolio, providing users with real-time tracking and analysis tools. The platform enables investors to view and manage all their financial assets securely in one place, simplifying wealth management. By connecting to B3 and other sources, Holder provides a comprehensive overview of investments, including dividends received and capital gains.
Target Audience
The primary target audience is individual investors who want a comprehensive solution for managing and tracking their global investments and personal assets.
Features
- Portfolio consolidation: Aggregates investments from various sources into a single dashboard.
- Real-time tracking: Provides up-to-date performance data for all assets.
- B3 integration: Connects directly to the Brazilian stock exchange for seamless data import.
- Customizable dashboard: Allows users to personalize their view of key metrics.
- Reporting tools: Generates detailed reports on portfolio performance, asset allocation, and investment returns.