SeekInvest Email Format
Financial ServicesMassachusetts, United States0-1 Employees
SeekInvest offers software for financial advisors that leverages multiple data sources and analytics to generate client proposals that are personalized and actionable. Its discovery process collects information about clients' goals and values to inform tailored recommendations. The platform translates insights into proposals, supporting high-touch service while preserving operational efficiency. The company is based in Weston, Massachusetts, and operates in the financial services technology segment. It emphasizes integration with existing CRM and advisory tools to support a smooth implementation for varying client portfolios. A dedicated support team assists users with client discovery, proposal generation, and interpreting insights.