Invessence invessence.com


Public list: Fin tech ( Fintech ) (11580) Wealth Tech (430) Capital Markets Tech (741)

Invessence is a business-to-business provider of automated digital wealth management technology (including robo advisory services) that enables asset managers, broker-dealers, and advisors to deliver their investment solutions through a white labeled online platform. Invessence's technology provides a unique and dynamic user experience for both the advisor and investor by simplifying the entire investing process into a streamlined end-to-end solution.

Invessence is a business-to-business provider of automated digital wealth management technology (including robo advisory services) that enables asset managers, broker-dealers, and advisors to deliver their investment solutions through a white labeled...Show all

Company (Alive / Active)

Phone: 201-977-2704

Fax:

1 Main Street
Suite 202
Chatham, 07928
New Jersey, United States

Latest News

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Total Funding Date of Last Funding
Invessence $0M Sep 1, 2015
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Web Traffic

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Engagement (PVPU)

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Web Traffic Statistics - Growth

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Investors

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Competitors

Company Status Description Investors

FutureAdvisor

San Francisco, California, United States
Alive / ActiveXulu, dba FutureAdvisor, is a registered investment advisory firm serving clients nationwide. The company's team of Chartered Financial Analysts and math PhDs use software to actively monitor and manage clients' existing 401(k), IRA, and taxable accounts from a household-wide, long-term perspective. FutureAdvisor can make recommendations for portfolios in just a few minutes.Login to see details

Jemstep

Los Altos, California, United States
AcquiredJemstep is a free online investment guidance and management service that helps individual investors make better investment decisions and achieve financial goals faster. Jemstep's investment evaluations, based on objective market data, are unbiased and transparent. Jemstep does not accept paid listings or sponsorships that influence its fund rankings in any way, nor does it factor subjective user reviews into the guidance it provides.Login to see details
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Patents

Title Application Date Patent Date Status
(Patent / Application)