Vendor
Investipal
Investipal is a comprehensive platform for financial advisors, facilitating everything from client onboarding to portfolio management and billing, all in one system.
Denver, US
Official websiteSector footprint
One company, every side of the market
WealthThis site
Investipal
Investipal is a comprehensive platform for financial advisors, facilitating everything from client onboarding to portfolio management and billing, all in one system.
Capability matrix
| Capability | Investipal |
|---|---|
| Digital Onboarding | ● |
| Portfolio Design Solutions | ● |
| Portfolio Management | ● |
| Trading / Rebalancing | ● |
Parent organization
Investipal
Founded
2021
Scale
1 sector presence