Palance is a multi-asset portfolio analytics platform built for sophisticated retail investors, HNWIs, and family offices. Connect your brokerages and get analytics across growth, valuation, yield, return, and risk, plus portfolio simulations. Palance AI Insights lives on every screen, surfacing the overview, the risk, and the opportunity as they emerge. Covers equities, ETFs, funds, crypto, and fixed income, with room to add your own private holdings too.
| Website | http://palance.co |
| Employees | 3 (1 on RocketReach) |
| Founded | 2023 |
| Industry | Financial Services |
| Keywords | Investment Management, Wealth Growth, Wealth Management, Portfolio Analytics, Portfolio Optimization, Retail Investing, Investment Strategies, Investment Research, Financial Planning, Asset Allocation, Financial Technology, Risk Management, Financial Education, Retirement Planning, Capital Preservation, Passive Investing, Active Investing, Algorithmic Trading, Estate Planning, Tax Optimization |
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Abbas A is the Founder and CEO of Palance.
1 people are employed at Palance.
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Abbas A
Founder and CEO at Palance
Tokyo, JP12
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