FundTeq
Financial Software · Michigan, United States · 1-10 Employees
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Overview
Headquarters
401 S Old Woodward Ave Ste 420, Birmingh...Website
www.fundteq.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Dec
Jan
Feb
Mar
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May
ZI Rank
1
1
1
1
1
1
About FundTeq
FundTeq offers the SmartMoney Platform designed to streamline financial practices through electronic client onboarding and paperless processes. The platform integrates with multiple custodians and Docusign, ensuring a seamless experience for both advisors and clients. FundTeq provides a variety of investment solutions, including low-cost ETF models and sophisticated stock portfolios, all managed within a single account. Their services cater to tech-savvy investors and financial advisors seeking efficient, modern solutions for managing investments.Explore more
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Revenue
Number of Employees
Type
Funding
Founded In
FundTeq
<$5M
1-10
Private
-
2015
N/A
Company Profile Activity
Activity Insights
FundTeq is experiencing very low activity levels compared to other companies in the Software sector.
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FundTeq is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about FundTeq.
FundTeq Tech Stack
A closer look at the technologies used by FundTeq
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Frequently Asked Questions Regarding FundTeq
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FundTeq offers the SmartMoney Platform designed to streamline financial practices through electronic client onboarding and paperless processes. The platform integrates with multiple custodians and Docusign, ensuring a seamless experience for both advisors and clients. FundTeq provides a variety of investment solutions, including low-cost ETF models... Read More
