IP
The startup offers a research technology platform for the trust industry that provides investment strategies across various asset classes. Its services include technology-enabled manager research, model delivery, and custodial support, allowing organizations to efficiently manage client portfolios through multiple portfolio management systems.
Updated 2 months ago
Funding
$4M 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.
Funding rounds are not available yet.
Founders
Product
Features
- The startup offers a research technology platform for the trust industry that provides investment strategies across various asset classes. Its services include technology-enabled manager research, model delivery, and custodial support, allowing organizations to efficiently manage client portfolios through multiple portfolio management systems.