Advantra Wealth

www.advantrawealth.com

Wealth management is on the cusp of digital disruption. Regulations, new technologies, changing client expectations and declining profitability are forcing the industry to reinvent how it operates and serves clients. Advantra is a huge leap forward. It is a single platform that puts high net worth individuals and banks in full control of their wealth and profitability. Key features: Plug and play deployment, deep AI driven customer profiling, highly personalized customer journey, automated portfolio construction and predictive analytics (for client advisors and C-Suite).

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Wealth management is on the cusp of digital disruption. Regulations, new technologies, changing client expectations and declining profitability are forcing the industry to reinvent how it operates and serves clients. Advantra is a huge leap forward. It is a single platform that puts high net worth individuals and banks in full control of their wealth and profitability. Key features: Plug and play deployment, deep AI driven customer profiling, highly personalized customer journey, automated portfolio construction and predictive analytics (for client advisors and C-Suite).

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City (Headquarters)

London

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Employees

1-10

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Founded

2018

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Potential Decision Makers

  • Co - Founder , Chief Operations Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Transaction Venture Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Network Solutions Designer

    Email ****** @****.com
    Phone (***) ****-****

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