ETF Reporting logo — 1st SaaS platform designed to create, manage and distribute...

ETF Reporting

1st SaaS platform designed to create, manage and distribute models invested in ETF

Founded 2018 France France 3 employees Finance, Financial Services +1

General Information

Company Name ETF Reporting
Founded Year 2018
Location France France
Employees 3
Industries Finance, Financial Services, Marketplaces
Social

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About ETF Reporting

ETF Reporting is a SaaS platform that focuses on creating, managing, and distributing model portfolios invested in ETFs. Founded in 2018 and headquartered in France, it offers services that aim to enhance the visibility and trust of portfolio managers, ultimately reducing the cost of acquiring and managing new customers' assets. This platform allows portfolio managers to showcase the performance and risks of their models, leveraging their expertise and convictions to capture the attention of potential clients across various mediums, including websites, social networks, and physical mediums through QR codes. Additionally, ETF Reporting provides a white label license and a library of optimization algorithms, enabling clients to build and deploy personalized portfolios for their prospects based on their profiles and goals.

As the 1st SaaS platform of its kind, ETF Reporting presents a unique opportunity in the finance, financial services, and marketplaces industries. With its innovative approach to model portfolio management and client acquisition, it has the potential to attract interest from venture capital firms looking for disruptive solutions in the financial technology sector. Despite the absence of recent disclosed investments and investors, ETF Reporting's value proposition and market positioning make it an intriguing prospect for potential backers seeking to capitalize on the growing demand for efficient, technology-driven asset management solutions in the finance industry.

Business keywords: model portfolios, ETFs, portfolio management, client acquisition, KYC, personalized portfolios, MIFID2, innovation, API, marketplace, web application

No funding data available for ETF Reporting yet.

ETF Reporting Alternatives & Competitors

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ETF Reporting vs

Einfach anlegen - mit easyfolio!

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1 employees
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ETF Reporting vs

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ETF Reporting vs
WealthKernel
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Flexible embedded investing

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FAQ About ETF Reporting

1st SaaS platform designed to create, manage and distribute models invested in ETF
ETF Reporting was founded in 2018.
ETF Reporting is headquartered in France.
ETF Reporting operates in Finance, Financial Services and Marketplaces. Its work centres on model portfolios, ETFs, portfolio management and client acquisition.
ETF Reporting has approximately 3 employees.
Top alternatives and competitors to ETF Reporting include easyfolio GmbH, Orion Portfolio Solutions, WealthKernel, P1 Investment Services, wealthAPI. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
ETF Reporting and easyfolio GmbH are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

Source: BounceWatch company record for ETF Reporting, https://bouncewatch.com/company/lili-2, updated 27 October 2024. When citing, please name BounceWatch and link this page.

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