Investipal
AI-powered wealth management software for financial advisors, streamlining client onboarding, portfolio construction, and compliance.
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What does Investipal do?
Investipal offers a unified, AI-powered platform for financial advisors that streamlines the entire client lifecycle, from scanning brokerage statements to delivering proposals, onboarding clients, and managing billing. Their solutions automate key processes like proposal generation, investment policy statement creation, and compliance documentation, enabling advisors to serve more clients with higher quality.
Where is Investipal headquartered?
Investipal is headquartered in Toronto, Canada.
When was Investipal founded?
Investipal was founded in 2021.
What industry does Investipal operate in?
Investipal operates in Fintech, Wealthtech, Financial Software, Portfolio Management, Client Onboarding, Compliance Software.
How many employees does Investipal have?
Investipal has approximately 8 people on record.