ONE PM AG

one-pm.com

The startup offers a cloud-based portfolio management platform that provides wealth, asset, and fund managers with tools for customer segmentation, data normalization, and transaction processing. This platform enables finance professionals to ensure regulatory compliance while delivering transparent and data-driven wealth management services to their clients.

Traction 4/10

Aurich

Founded 2015131K+ followers

Data & Analytics
Enterprise Software
Financial Technology
Software Only

Updated 6 months ago

Funding

Raised to date

$410KRaised 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

1 founder

Fabio Giuri

CEO

Product

Features

The startup offers a cloud-based portfolio management platform that provides wealth, asset, and fund managers with tools for customer segmentation, data normalization, and transaction processing. This platform enables finance professionals to ensure regulatory compliance while delivering transparent and data-driven wealth management services to their clients.