About Efficient Solutions
Efficient Solutions is a Financial Services company based in Bethel (United States) founded in 1998. It provides a platform for individuals to aggregate and manage wealth data. It operates on a B2C model. Its focus areas include Finance, Fintech, Data Aggregation and Wealth Management. Its competitors include Personal Capital, Finary and Carefull; 3 of its 3 listed competitors have raised funding.
Company details
Efficient Solutions operates with a B2C model, focusing on finance, fintech, data aggregation, and managing wealth portfolios. Provides a platform for individuals to aggregate and manage wealth data. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
- Headquarters Bethel, United States
- SectorsFinancial Services
- Website effisols.com
Competitors of Efficient Solutions
Efficient Solutions has 3 listed competitors in our database, 3 of them funded. They include Personal Capital, Finary and Carefull.
| Company Name | Domain | Founded | HQ Location | Total funding | Employees | Description |
|---|---|---|---|---|---|---|
| personalcapital.com | 2009 | Redwood, United States | $271.17M | 457 | Wealth data for individuals is aggregated and monitored. | |
| finary.io | 2020 | San Francisco, United States | $3.33M | 6 | Social trading platform for on stock market assets | |
| getcarefull.com | 2019 | New York, United States | $19.7M | 18 | Expenses and credit card transactions are monitored for individuals online. |
Detailed competitors of Efficient Solutions
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Web traffic of Efficient Solutions
Websites that share an audience with Efficient Solutions (effisols.com).
Websites whose visitors overlap most with Efficient Solutions. Affinity shows how closely the audiences match.
| Website | Domain | Audience affinity | Monthly visits | Global rank | Profile |
|---|---|---|---|---|---|
| redblacksoftware.com | 97% | 2.6K | #7,157,171 | View details | |
| efficientfrontier.com | 86% | 10K | #2,408,341 | View details | |
| advisorsoftware.com | 74% | View details |
Top companies in Investment & Wealth Tech
3 companies that operate in the same segment as Efficient Solutions (Investment & Wealth Tech) in United States, ranked by their profile score on The Company Check.
| Company | Description | Founded | Location | Total funding | Revenue | Employees |
|---|---|---|---|---|---|---|
Cloud-based website builder tool | 2003 | New York, New York, United States | USD 591.5 M | USD 16.79 M | 2,161 | |
Alternative investment platform for startups and investors is operated. | 2010 | San Francisco, California, United States | USD 100 M | 523 | ||
Web3 infrastructure solutions are offered via a blockchain platform. | 2021 | Palo Alto, California, United States | USD 336 M | 186 |
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Frequently Asked Questions about Efficient Solutions
Efficient Solutions was founded in 1998.
Efficient Solutions is headquartered in Bethel, United States. It is registered at Bethel, Alaska, United States.
Efficient Solutions operates with a B2C model, focusing on finance, fintech, data aggregation, and managing wealth portfolios. Provides a platform for individuals to aggregate and manage wealth data. It emphasizes efficiency, client-focused solutions, and growth, fostering partnerships and innovation in its operations.
Efficient Solutions's top competitors include Personal Capital, Carefull and Finary.