Kaishen is a “conversational” wealth management Saas platform dedicated to financial / wealth advisors. We provide a permanent, targeted and personalized wealth diagnosis that enables more conversational customer engagement by revealing and prioritizing qualified opportunities. For more information : https://app.kaishen.io/discover
| Website | https://www.kaishen.io |
| Employees | 2 (0 on RocketReach) |
| Founded | 2017 |
| Technologies |
JavaScript
,
HTML
,
Microsoft Outlook
+7 more
(view full list)
|
| Industry | Financial Services |
| Keywords | Wealth Management Software, Financial Advisor Platform, Automated Financial Advice, Digital Wealth Management, Client Communication Platform, Advisor Crm Software, Advisor Productivity Tools, Client Engagement Platform, Wealthtech Platform, Financial Planning Software, Financial Advisor Crm, Wealthtech Solutions, Investment Management Software, Portfolio Management Software |
Looking for a particular Kaishen employee's phone or email?