Alkanza
Alkanza is a global B2B SaaS platform providing leading financial institutions with a suite of automated advisory products to better serve their end customers. Alkanza differentiates with a asset-agnostic asset allocation methodologies powered by artificial intelligence and machine learning. This allows Alkanza the flexibility to enter nearly any capital market and utilize market securities and/or the proprietary mutual funds offerings of our partners. Alkanza's Behavioral Science team powers an omni-channel engagement engine, allowing for personalized messaging and notification. Alkanza extends these capabilities via web and mobile applications to serve consumers or advisors. The company also has a Corporate offering to support the use case of corporate treasurers. Alkanza serves a wide range of financial institutions - Banks, Brokers, Asset Managers and Insurance companies. Alkanza has partnerships in EMEA, Asia and Latin America.
Alkanza
Alkanza is a global B2B SaaS platform providing leading financial institutions with a suite of automated advisory products to better serve their end customers. Alkanza differentiates with a asset-agnostic asset allocation methodologies powered by artificial intelligence and machine learning. This allows Alkanza the flexibility to enter nearly any capital market and utilize market securities and/or the proprietary mutual funds offerings of our partners. Alkanza's Behavioral Science team powers an omni-channel engagement engine, allowing for personalized messaging and notification. Alkanza extends these capabilities via web and mobile applications to serve consumers or advisors. The company also has a Corporate offering to support the use case of corporate treasurers. Alkanza serves a wide range of financial institutions - Banks, Brokers, Asset Managers and Insurance companies. Alkanza has partnerships in EMEA, Asia and Latin America.
TL;DR
Business: B2B SaaS digital wealth / robo-advisor platform for financial institutions
HQ: Redwood City, California, United States
Founded: 2014
Tech focus: AI/ML-powered automated advisory and behavioral science
Known investors: Hi Ventures; Veronorte
Company Overview
Problem Domain
Digital wealth management and automated financial advisory for institutions.
Founded
2014
Industry
Fintech / Digital Wealth Management
Funding Track Record
$6,000,000
Reported Series A in January 2017 with Hi Ventures and participation from Veronorte (Dealroom listing).
Investor Signal
“Hi Ventures; Veronorte”