About Advize
Advize is a company founded in 2012.. Advize offers products and services including Digital Savings Platform and API Services. Advize operates in a competitive market with competitors including Betterment, Stash, Nutmeg, Wealthsimple and Wealthfront, among others.
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Sectors
Technology
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Website
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Social
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Products & Services of Advize
Advize offers a comprehensive portfolio of products and services, including Digital Savings Platform and API Services. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.
Platform for managing online financial products like insurance and retirement.
APIs for customizing and integrating savings distribution systems.
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Funding Insights of Advize
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Investments & Acquisitions by Advize
| Company Name | Description | Domain | Location | Founded Year | Amount |
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Bionic investment advisor platform
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2016 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 | ||||
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Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
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2014 | ||||
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Fine Asian gourmet food is offered by an internet-first restaurant.
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2016 |
Financial Statements - Advize
| Date | Amount | Transaction Name | Valuation | Lead Investors | Investors |
|---|---|---|---|---|---|
| Jul, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Jan, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
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| Feb, 2021 | Amount | Post-IPO - Grab | Valuation |
investors |
Advize Comparisons
Competitors of Advize
Advize operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Betterment, Stash, Nutmeg, Wealthsimple and Wealthfront, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.
| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
App-based automated investment and retirement planning platform
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| domain | founded_year | HQ Location |
Automated investment and robo-advisory services are offered to individuals.
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| domain | founded_year | HQ Location |
Digital wealth management services are provided for investors.
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| domain | founded_year | HQ Location |
Online robo advisory and stock trading services are provided.
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| domain | founded_year | HQ Location |
Robo-advisory and financial planning services are provided for investments.
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| domain | founded_year | HQ Location |
Goal-based investment platform
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| Company Name | Domain | Founded year | HQ Location | Description |
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| domain | founded_year | HQ Location |
Multiple services are booked via an app-based platform.
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| domain | founded_year | HQ Location |
On-demand services are booked through an app-based platform.
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| domain | founded_year | HQ Location |
App based platform offering on demand delivery and ride-hailing services
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| domain | founded_year | HQ Location |
Operates an on-demand hyperlocal delivery app for food and groceries.
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Frequently Asked Questions about Advize
When was Advize founded?
Advize was founded in 2012.
What does Advize do?
Advize is a brokerage firm that offers individually monitored portfolios. The firm partners with Morningstar for specialized advise. The platform sends weekly personalized advice to the customer, who can decide whether he wants to make a trade. Does not charge an entry or exit fee but charges contract managemnt fee of 0.60 pa on the portion invested in euro Eurossima funds 0.85 pa on hand invested in units of account. Currently the service is restricted to residents of France and French nationals residing in the European Union.
Who are the top competitors of Advize?
Advize's top competitors include Betterment, Wealthsimple and Endowus.
What products or services does Advize offer?
Advize offers Digital Savings Platform and API Services.
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