About Snap Projections
Snap Projections is a company based in Edmonton (Canada) founded in 2014 was acquired by WealthBar in October 2019. Snap Projections operates in a competitive market with competitors including Planful, Iress, Modern Wealth Management, Wealthpilot and Link Group, among others.
- Headquarter Edmonton, Canada
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Sectors
Technology
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Funding Insights of Snap Projections
Detailed funding history for Snap Projections
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Investors in Snap Projections
Snap Projections has secured backing from 1 investor. Prominent investors backing the company include WealthBar.
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Online portfolio management and financial advisory services are offered.
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Investor details for Snap Projections
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Investments & Acquisitions by Snap Projections
Investment portfolio details for Snap Projections
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Financial Statements - Snap Projections
Detailed financials for Snap Projections
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Snap Projections Comparisons
Peer comparison for Snap Projections
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Competitors of Snap Projections
Snap Projections 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 Planful, Iress, Modern Wealth Management, Wealthpilot and Link Group, among others.
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Cloud-based financial planning and advisory solutions are provided for businesses.
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Wealth management solutions are provided online for financial markets.
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Wealth management services are provided to clients by the firm.
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SaaS-based financial advisory & planning solutions
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Retirement and superannuation solutions are provided, including investments and pensions.
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Financial planning software for IRA recordkeeping is offered.
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Detailed competitors of Snap Projections
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Latest news on Snap Projections
Complete news archive for Snap Projections
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Frequently Asked Questions about Snap Projections
Snap Projections was founded in 2014.
Snap Projections is headquartered in Edmonton, Canada. It is registered at Edmonton, Alberta, Canada.
Snap Projections was founded in 2014 in Edmonton, Canada, within the financial software sector. Retirement planning tools are provided for advisors, enabling data entry and the creation of financial projections. Future scenarios are simulated to assess outcomes. Client education on financial choices is supported, and customized reports are generated for review. Operations focus on simplifying advisor workflows in the retirement planning field.
Snap Projections has 1 investor. Key investors include WealthBar.