Strategy Marketplace
Founded 2020
About Strategy Marketplace
WealthTech Tactical Robo-Advisory platform that features multiple tactical strategist, that deliver investment models to both individual investors and financial advisors across the United States. The company is focused on helping the individual investors with unique tactical financial strategies while also helping financial advisors and advisory firms offer new solutions to their clients through the use of a Robo-Advisory platform. Strategy Marketplace helps advisors with their marketing efforts, creates specific landing pages, webinars podcasts and other media outlets to help promote advisors skillsets. This helps connect individual investors with advisors specific to their needs all across the US. The clients have an easy to use dashboard where they can track their investments and see which of the models and Strategists they are utilizing, and the financial professional has an easy to use dashboard to manage their business. Strategy Marketplace helps clients create a unique and customized portfolio using AI to implement a blend of financial strategies depending upon a clients risk tolerance and financial goals.
Company Facts
- Founded: 2020
- Legal name: Strategy Marketplace, LLC
- Operating status: Closed
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Website: strategymarketplace.com
- Phone: [email protected]
Social Profiles
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