SS

Sandeep Sripada

CTO

Frec

San Francisco, California


Contact Information

Email
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Company Information

Company
Frec
Industry
financial services
Employees
29.0
Seniority
C suite
Annual Revenue
1200000.0
Total Funding
26400000.0
Latest Funding
Series A

Technologies

Route 53 Gmail Google Apps Zendesk Amazon AWS Hubspot DoubleClick DoubleClick Conversion Google Maps Google Tag Manager Google Maps (Non Paid Users) Twitter Advertising Mobile Friendly Google Dynamic Remarketing YouTube Google AdWords Conversion Facebook Login (Connect) WordPress.org Nginx Facebook Custom Audiences Facebook Widget SharePoint Python Render Basis Flutter Android Node.js IoT AI

Keywords

direct indexing tax loss harvesting etfs investment management tax savings portfolio management financial technology asset allocation s&p 500 capital gains wealth management broker-dealer financial advisor robo-advisor market performance investment strategy tax-efficient investing client assets borrowing against portfolio investment results financial literacy personal finance risk management capital loss active trading long-term investing self-directed trading investment fees investment risks trading platform portfolio diversification sipc protection investment analysis financial planning investment returns annual aum fee market cap stock trading real estate investing financial markets consumer trust risk models portfolio line of credit wealth creation cost transparency asset protection investment options financial independence financial services finance technology information technology & services real estate investments

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