Contact Information
Company Information
Industry
financial services
Annual Revenue
19619000.0
Total Funding
146960734.0
Technologies
Cloudflare DNS
Amazon SES
SparkPost
Gmail
Pardot
Google Apps
MailChimp SPF
Microsoft Office 365
Zendesk
CloudFlare Hosting
Segment.io
VueJS
AudioEye
Braze
Webflow
Salesforce
Hotjar
Google Play
Greenhouse.io
Linkedin Marketing Solutions
Ruby On Rails
Facebook Custom Audiences
Google AdWords Conversion
Facebook Widget
Bing Ads
Shopify
Google Analytics
Google Font API
DoubleClick Conversion
Visual Website Optimizer
Cedexis Radar
Facebook Login (Connect)
DoubleClick
Mobile Friendly
Typekit
Adobe Media Optimizer
Google Tag Manager
Vimeo
Google Dynamic Remarketing
IoT
AI
Flutter
Remote
Python
Keywords
personal finance
investment advice
software
portfolio management
financial services
fin tech
investment management
finance
automated investing
financial planning
wealth management
investment strategy
goal-based investing
retirement accounts
rollover ira
tax strategies
impact investing
gender-lens investing
account minimums
add-on planning
personalized portfolios
diversified investment
financial guidance
budgeting strategies
debt management
equity compensation
inheritance planning
divorce financial analysis
holistic investment management
client support services
financial literacy for women
risk management
esg investments
women-first financial services
financial advisors
certified financial planners
financial wellness
wealth building
financial independence
tax minimization
retirement planning strategies
step-by-step financial guidance
sustainable investments
income security
individual retirement accounts
portfolio rebalancing
financial checkpoints
personalized goals planning
monthly financial insights
assets under management
client engagement
impact-focused investments
education on finances
comprehensive financial plans
financial empowerment
women-focused investing
gender-aware investment
personalized financial planning
financial literacy
subscription-based services
robo-advisor technology
educational resources
community support
holistic financial solutions
tailored investment strategies
women financial advisors
automatic portfolio rebalancing
diverse client demographics
financial coaching
esg investing
long-term financial security
unique financial challenges
accessible financial services
client-centric approach
innovative investment solutions
financial health tracking
gender-specific financial needs
comprehensive financial planning
membership tiers
digital workshops
personalized guidance
capital markets
information technology & services
finance technology
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