
“The quality and coverage of B2B contact database are very impressive...”
Mark J.
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+3
Prive Technologies is a leading Software as a Service (SaaS) provider, helping financial institutions to digitize their wealth management offerings using our modular platform. The breadth of our suite of products which spans from client acquisition and content marketing, to digital onboarding and CRM, to portfolio construction, portfolio management (PMS), portfolio monitoring and reporting, to account aggregation, and more is unparalleled in the financial technology industry. Our lego block approach allows clients to choose and assemble unique journeys from our wide range of modules and digital solutions to suit their individual needs, empowering them with the tools necessary to achieve...
Wealth management,investment,financial services,fintech,insurance,asset management,portfolio management system,and robo advisory
Prive technologies operates in the Financial services industry.
Prive technologies's revenue is 11m - 100m
Prive technologies has 51 - 200 employees.
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