Nancy Macagno's Company Details
Chatham, NJ, US • 5 - 9 Employees
SaaS
Invessence is a business-to-business provider of automated technology (including robo-advisory services) that enables asset managers, broker-dealers and advisors to deliver their investment solutions through a white-labeled online platform. The technology can be customized to provide a full range of options for firms to configure the types of recommended securities, portfolio strategy and even user experience.
Personal Finance
Software
Investment Management
Portfolio Management
FinTech
Robo-Advisor
Digital Wealth Management
Digital Advice
Technology
Online Investing
Personal Investing
Enterprise
Automated Investing
Artificial Intelligence
Wealth Management
ETF's
Asset Management
ETF's
B2B
B2C
Fintech
SaaS
Financial Advisory Services
Financial Services