qplum
Jersey City, United States (US) · Finance and Banking
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#online wealth management
#investment risk management
#algorithmic execution
#affordable alpha portfolio
#rias
#family offices
#endowment funds
#pension funds
#smart portfolios
#tax loss harvesting
qplum is a Finance and Banking company based in Jersey City, United States (US), founded in 2014, with 10-20 employees. qplum's profile is verified on Enterprise League.
Overview
We provide dynamic investment plans, incorporating risk management and algorithmic execution, to help individuals and institutions achieve their financial goals. Our approach leverages machine learning to deliver affordable alpha and optimize investment strategies.
qplum caters to a diverse clientele, including retirement planning, IRA accounts, 401k rollovers, and personal investment accounts, offering a personalized and data-driven investment experience. We are dedicated to transforming investing into a science, not a game, and providing a dedicated team to guide clients through life’s important events.
Founded in 2014, qplum has rapidly grown to serve a growing number of clients, including Family Offices, Endowment Funds, and Pension Funds, utilizing Smart Portfolios and Tax Loss Harvesting techniques.
Contact Details
Jersey City, United States (US), 185 Hudson Street
Founded
2014
Company Type
Private Limited Company
Employees
10-20
Categories
Keywords
#online wealth management
#investment risk management
#algorithmic execution
#affordable alpha portfolio
#rias
#family offices
#endowment funds
#pension funds
#smart portfolios
#tax loss harvesting
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