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Work Experience
Company Details
Adaptive’s one-of-a-kind mission is to smooth out the ride—and level the playing field—so investors of all sizes can realize financial wellness by staying invested for long-term growth. Our powerful fintech platform brings personalized portfolio solutions into the modern world—including one-click downside protection, income generation, and tax-smart risk rebalancing—that otherwise stubbornly remain the bespoke province of ultra high-net-worth advisory clients. Sign-up for a demo to see Adaptive’s easy-changes-everything services for dialing-down the risk in an existing investment portfolio, as well as producing additional income and protecting against market crashes. We’re looking to connect with investors and financial advisors who share our vision of high tech that radically simplifies high finance. hello@adaptive-investments.com https://www.adaptive-investments.com
Year Founded
2020
Social Media
Linkedin
Industry
Financial Services
HQ Location
6 Liberty Sq Boston, Massachusetts 02109, US
Keywords
WealthtechFintechAdvisortech
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