50
Growth Score
pts
Heat Score
-3 pts
Company Performance Metrics
Score
Trend
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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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Digital Wealth Management Technology for Asset Managers, Broker-Dealers and Advisors
Mary Lou Guistini: Founding Partner
About the Company
Invessence is a business-to-business provider of automated digital wealth management technology (including robo advisory services) that enables asset managers, broker-dealers, and advisors to deliver their investment solutions through a white labeled online platform.
Paperless Account Opening | Portfolio Selection | Automated Trading | Automated
Rebalancing | Client Billing | Client Portal | Advisor Portal | Metrics and Analysis
Women Founded
