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Startups

Main Industry
Financial Services
Main Product/Service
Intelligent Wealth Management System for Financial Advisors
(The content above was translated by AI.)
Founded Year
2021
Unified Business No.
90438192
Status
Active
Number of Employees
0
Total Paid-in Capital
2,882,500 (NT$)
Location of Company
Taiwan , Kaohsiung City
Information such as company name, company status, responsible person, year of establishment, paid-in capital, and registered address is sourced from the Commercial and Industrial Registration Office of the Ministry of Economic Affairs; listing status includes emerging stock, M&A, and IPO; overseas development is provided by the startup itself. Notice: This data is compiled from public sources for reference only. We have no direct affiliation with the company and are not their contact person.
About the Company
Based on intelligent algorithms, the system enables financial advisors and financial professionals to conduct quantitative analysis when planning wealth management, generate financial radars and personal risk radars to capture financial black holes, and perform real-time financial backtesting to confirm the likelihood of achieving financial plans. This allows financial advisors to utilize this system to assist in planning wealth management for end customers and generate visualized financial reports.
(The content above was translated by AI.)



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