T
The startup offers a white-label customizable technology platform that enables registered investment advisors (RIAs) to streamline account opening processes through an open-architecture system across various custodians. Clients can personalize their login pages and submit brokerage account applications directly from their websites, resulting in reduced operational costs and improved user experience.
Updated 3 months ago
Funding
$800K 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 white-label customizable technology platform that enables registered investment advisors (RIAs) to streamline account opening processes through an open-architecture system across various custodians. Clients can personalize their login pages and submit brokerage account applications directly from their websites, resulting in reduced operational costs and improved user experience.