KoiZai

Financial Software · United States · 11-50 Employees

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Overview

Headquarters

United States

Revenue

<$5 Million

Industry

Financial Software Software
ZI Rank: 1
Signal Type
Dec
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ZI Rank
1
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About KoiZai

KoiZai is a cloud-based financial advisory platform that leverages advanced isometric algorithms and rich data to provide deep analytics for financial planning and wealth management. The company aims to empower and democratize the financial advisory industry through innovative AdviceTech solutions, focusing on client-advisor interaction. With a commitment to business transformation and transparency, KoiZai offers a sophisticated and user-friendly system designed for financial advisors and their clients. Their services are targeted at financial advisors and wealth management professionals looking to enhance their advisory capabilities.Explore more
KoiZai's Social MediaPopular SearchesKoiZai LtdMalabar AI LtdKoiZaiSIC Code 73,737NAICS Code 51,513Show more

KoiZai Org Chart

DS
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Group Chief Executive Officer & Founder

PhoneEmail
ST
United States flag for contact location.

Chief Operating Officer, Strategic Partnershi...

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Company Name

Revenue

Number of Employees

Type

Funding

Founded In

Top Executive

KoiZai

<$5M
11-50
Private
-
2017
DS
Donald SooGroup CEO & Founder
$5.7M
1-10
Private
-
-
N/A
<$5M
1-10
Private
-
-
ML
Mary LeccaChief Compliance Officer
<$5M
11-50
Private
-
-
N/A
<$5M
11-50
Private
-
2020
AT
Aaron TrinhFinancial Planner
<$5M
1-10
Private
-
-
N/A
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Company Profile Activity

i

Among all Software companies

Low Activity

High Activity

Activity Insights

KoiZai is experiencing very low activity levels compared to other companies in the Software sector.

What does this means?

KoiZai is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about KoiZai.

KoiZai Tech Stack

Top Financial Software Companies

Frequently Asked Questions Regarding KoiZai

What is KoiZai's official website?
KoiZai's official website is www.koizai.com
What is KoiZai's Revenue?
KoiZai's revenue is <$5 Million
What is KoiZai's SIC code?
KoiZai's SIC: 73,737
What is KoiZai's NAICS code?
KoiZai's NAICS: 51,513
How many employees does KoiZai have?
KoiZai has 11-50 employees
What industry does KoiZai belong to?
KoiZai is in the industry of: Financial Software, Software
What is KoiZai competition?
KoiZai top competitors include: Portcullis Wealth Retention, White Rose Wealth Management, Argonautica Private Wealth Management, Mcintosh Financial Group
What technology does KoiZai use?
Some of the popular technologies that KoiZai uses are: Microsoft 365, GoDaddy DNS, Google Workspace, Microsoft Exchange Online
What does KoiZai do?

KoiZai is a cloud-based financial advisory platform that leverages advanced isometric algorithms and rich data to provide deep analytics for financial planning and wealth management. The company aims to empower and democratize the financial advisory industry through innovative AdviceTech solutions, focusing on client-advisor interaction. With a com... mitment to business transformation and transparency, KoiZai offers a sophisticated and user-friendly system designed for financial advisors and their clients. Their services are targeted at financial advisors and wealth management professionals looking to enhance their advisory capabilities.Read More

What are KoiZai social media links?
KoiZai Linkedin page KoiZai Facebook page
Is KoiZai a public company?
KoiZai is private company therefore does not currently have an official ticker symbol
See more information about KoiZai

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