Floatr Wealth

Floatr Wealth

FinTech
11-50 employees

Overview

Floatr Wealth is a financial technology company focused on providing personalized investment solutions and wealth management services. They leverage technology to make investing more accessible and efficient for individuals and families.

About Us

Floatr Wealth was founded with the goal of democratizing access to sophisticated investment strategies. The company's team comprises experienced financial advisors, software engineers, and data scientists who work together to build innovative tools and services that help clients achieve their financial goals. Floatr Wealth emphasizes transparency, personalized advice, and a client-centric approach.

Vision

To be a leading provider of innovative and accessible wealth management services, transforming the way people invest and plan for their financial future.

Mission

To empower individuals and families to build wealth and achieve financial security through personalized investment solutions and expert guidance.

Culture

Floatr Wealth fosters a collaborative and innovative work environment. They value teamwork, continuous learning, and a commitment to providing exceptional client service. The company encourages employees to take ownership of their work and contribute to the overall success of the organization.

Headquarters

Bangalore, Karnataka

Specialties & Industries

Investment managementfinancial planningretirement planningtax optimizationportfolio managementrobo-advisory servicespersonalized investment advice.Investment ManagementFinancial ServicesSoftware DevelopmentSaaSB2C