Finsei - Crunchbase Company Profile & Funding

Overview

Finsei

Heat Score

Company Performance Metrics

Score

Trend

About These Metrics

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Growth Score - The measure of growth based on company activity, operational metrics, and investments

Growth Trend - The change in the growth score over the given time period

Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity

Heat Trend - The change in the heat score over the given time period

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About Finsei

CB Rank

1802209

Finsei is not only the rich should have truly personalized financial advice.

Private

finsei.io/

Key People

Eduardo Peralta Palacios: Co-Founder
Past Role: Fisher Investments, Senior Investment Counsellor

Details

Operating Status

Active

Company Type

For Profit

Predictions & Insights

Products & Services

Financial Planning Platform

A digital platform that provides personalized financial advice and investment portfolio recommendations based on individual risk profiles and financial goals.

Investment Portfolio Management

Management and recommendation of investment portfolios composed of funds and pension plans tailored to clients' risk profiles and investment horizons.