Advise Only
Milan
About Advise Only
AdviseOnly is a fintech firm specialized in personal finance that enables users to construct and share their own portfolios and investment ideas, which the platform then facilitates and supports with a number of easy-to-use investment tools. At the heart of the free service to registered users is a proprietary risk management system. This tool performs state-of-the-art risk management and asset allocation calculations, delivering to everyday investors for free something that is typically only available to institutional investors. Social features enable users to access those portfolios shared by other users and discuss them within the community, which further allows access to professional investors such as financial advisors to share their insight, opinions and advices. This bringing together of normal investors and professional investors in a web environment is central to the platform's proposition.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Estimated revenue: $1K – $10K
- Total funding: $1.3M
- Funding stage: Early Stage Venture
- Last round: Series A (May 2012)
- Website: adviseonly.com
- Phone: [email protected]
Industries & Categories
Finance, Financial Services, FinTech, Stock Exchanges, Wealth Management
Social Profiles
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