Field
Business Intelligence (BI) Software · New York, United States · 11-50 Employees
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Overview
Headquarters
270 Madison Ave Rm 301, New York City, N...Website
www.fieldwealth.aiRevenue
$5.9 MillionIndustry
About Field
Field Org Chart
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Frequently Asked Questions Regarding Field
Field Wealth is an AI-powered data integration and intelligence platform purpose-built for registered investment advisory firms and wealth management practices. The platform aggregates and normalizes data across a firm's existing technology stack including custodians, CRMs, financial planning software, portfolio and reporting systems, billing engin... Read More
