Quantfolio
Quantfolio provides an end-to-end investment advisory platform for financial institutions, including wealth managers and banks. The software automates risk profiling, suitability assessments, and wealth plan generation while ensuring regulatory compliance. It offers both white-label advisor-led flows and self-service robo-advisory tools powered by a proprietary investment engine and API ecosystem.
AI
Fintech
Wealth Management
SaaS
Funding summary
- Total raised
- €1.4M
- Funding rounds
- 2
Investors in Quantfolio
Investors on record for Quantfolio. Click any investor to view their CAPLINK profile and funding criteria.
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