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Get a custom proposalImprove your employees' financial well-being
InvestPro helps improve the financial well-being of your employees by providing them with access to professionals and tools to help them make financial decisions. We make financial advice accessible and affordable by combining AI and Real professionals. We partner with SMBs to offer their employees financial advice on-demand by giving them access to:
- Chat with our InvestPro AI
- Chat with our Financial Professionals
- Book a call with our Financial Professionals
InvestPro's financial wellness program helps employees with their unique goals whether its investing, retirement, education planning, taxes, marriage, family, divorce, debt management, crypto, and much more.
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Min project size
$1,000+
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Hourly rate
$25 - $49 / hr
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Employees
10 - 49
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Locations
Miami, FL
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Year founded
Founded 2022
1 Locations
- Miami , FL
Service Lines
- Accounting
- 5%
Select Focus Area
- Financial Advising & Planning
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- Insurance Services & Brokers Focus Group
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- Life Insurance
- 50%
Industries
No Industries have been added yet…
Clients
No Clients have been added yet…
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