About
Finphil is a wealth management personalization platform that enables wealth managers to refine their proposals, unlocking their customer base true potential. Investors are eager to learn more about their investment, while wealth advisors have limited time and resources. Our solution leverages ongoing learning of customers interactions with financial media and educational content – to develop and define their financial markets view. With a refined customer profile, Finphil identifies timely and accurate opportunities for wealth advisors to engage with their customers – resulting in increased trust, retention, and ultimately - activity and AUM rate.
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Frequently Asked Questions
What does Finphil do?
Finphil is a wealth management personalization platform that enables wealth managers to refine their proposals, unlocking their customer base true potential. Investors are eager to learn more about their investment, while wealth advisors have limited time and resources. Our solution leverages ongoing learning of customers interactions with financial media and educational content – to develop and define their financial markets view. With a refined customer profile, Finphil identifies timely and a…
When was Finphil founded?
Finphil was founded in 2019.
What industry does Finphil operate in?
Finphil operates in Fintech, Wealth Management, WealthTech.
How many employees does Finphil have?
Finphil has approximately 1 people on record.
What is Finphil's current status?
Finphil's current operating status is: Inactive.