Fundraising FoxCredinvest
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Credinvest provides a platform for financial advisors and wealth managers to identify unique client characteristics in real time and automate client-specific portfolio actions. It supports personalized client communication, analytics, and client acquisition through integrations with existing tools.
Investors · 1
Frequently asked questions
- What does Credinvest do?
- Credinvest provides a platform for financial advisors and wealth managers to identify unique client characteristics in real time and automate client-specific portfolio actions. It supports personalized client communication, analytics, and client acquisition through integrations with existing tools.
- Who are Credinvest's investors?
- Credinvest's investors include ICONYC labs.