SeekInvest
Financial Software · United States · 11-50 Employees
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Overview
Headquarters
United StatesWebsite
www.seekinvest.comRevenue
<$5 MillionIndustry
ZI Rank: 1
Signal Type
Feb
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ZI Rank
1
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1
About SeekInvest
SeekInvest offers an integrated platform designed to align investments with client values and risk tolerance, enabling the creation of customized proposals and comprehensive reports. The platform enhances client engagement through detailed assessments, portfolio analysis, and actionable insights. It aims to foster personalized advisor-client relationships, making clients 89% more likely to work with advisors who tailor their approach. SeekInvest serves financial advisors looking to improve client outcomes and streamline their advisory processes.Explore more
SeekInvest Org Chart
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Activity Insights
SeekInvest is experiencing very low activity levels compared to other companies in the Software sector.
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SeekInvest is drawing exceptional interest within the Software industry, suggesting notable developments or strong market momentum, learn more about SeekInvest.
SeekInvest Tech Stack
A closer look at the technologies used by SeekInvest
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SeekInvest offers an integrated platform designed to align investments with client values and risk tolerance, enabling the creation of customized proposals and comprehensive reports. The platform enhances client engagement through detailed assessments, portfolio analysis, and actionable insights. It aims to foster personalized advisor-client relati... Read More
