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ClaimPreserving Wealth Across Generations
AI driven private wealth preservation management B2B platform with intergenerational family wealth knowledge, and AI agents, for advisors to optimally plan, manage, grow, and transfe a family's globally distributed assets and investments.
Advisors can collaborate with AI for multiple document insight, asset transfer risk assessment, recommended generated tasks and advisor roles, to optimally manage risks, tax strategies, fund allocation towards commitments, & asset class investment distributions.
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Min project size
Undisclosed
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Hourly rate
Undisclosed
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Employees
10 - 49
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Locations
Markham, Canada
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Year founded
Founded 0
1 Locations
- Markham , Canada
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