Short description
Abbove develops a collaborative wealth planning platform that unites financial advisors, their clients, wealth data and technology.
Description
Abbove develops a collaborative wealth planning platform for financial advisors that want to serve their clients with a structured and holistic approach to their wealth. To that end, the solution supports advisors' wealth management activities on three levels: to completely understand their clients' (wealth) situation by providing detailed inventories to store and organise wealth data, to serve their clients with the right advice at the right time with the help of planning and simulation tools (such as a financial planning simulator, inheritance tax calculator and reporting tool) connected to the clients' latest wealth data and to offer their clients continuous support and a unique experience through an intuitive interface that's accessible 24/7 to both advisors, their clients and other trusted third parties.
Last funding
Blurry Noaccess
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Total funding
$$3123123
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Location
Brussels, Brussels Hoofdstedelijk Gewest, Belgium, Europe
Founded on
January 1, 2017
Non-profit?
No
Acquired?
No
Employees count
11-50
Revenue range
$56378 - 90123
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Investors
Uh Ohhhh, Uh Ohhhh
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Founders
Guillaume Desclée