Fingage® is a financial technology platform offering RIAs the tools to automate and scale their investment workflow while personalizing their investment offerings. Advisors can access portfolio management automation, custom direct indexing, tax management, tax loss harvesting, financial planning, personalized glide paths, and much more - all from a single, user-friendly, white-labelled platform.
Company Details
- Employees
- 6
- Founded
- -
- Address
- San Francisco, Ca 94108, Us
- Phone
- +91-8095241122
- he****@****age.com
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- fingage.com
- Keywords
- 401(k), 403(b), Personalized Investment Solutions, Digital Asset Management, Retirement planning, IRA, Portfolio tax liability management, Model Portfolios, OCIO, Tax Loss Harvesting, Custom Direct Indexing, Automated Trading.
- HQ
- San Francisco, CA
Fingage Questions
Fingage's helpline number is +91-8095241122
Fingage's website is fingage.com
Fingage's LinkedIn profile is https://www.linkedin.com/company/fingage
Fingage has
6 employees.
View email and phone details for 6
employees at Fingage.
Fingage's industry is
Financial Services
Fingage's top competitors are
Compass Strategic Advisors,
Arcesium,
Parsenne, Inc.,
Expensya,
Kayenta,
Wilshire,
Fingage,
Idos,
Gondola,
Lean On Digital.
Fingage's support email address is hello@getfingage.com
Fingage's categories are Financial Services
Fingage's founding year is 2015
