Industry
FINANCE
Company size
2-5
Patent
NO
Location
Israel
Languages
English, Hebrew
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RAISING
$1,000,000
In exchange for
Industry
Company size
Patent
Location
Languages
CFO Advisory is a regulated marketplace platform for all the needs of financial advisors and their clients, an all-encompassing digital wealth management solution.
CFO Advisory integrates a leading lineup of interactive financial tools in one simple and friendly interface, analyzing information received from clients and providing them with a comprehensive plan tailored to their specific needs.
To enhance and ease financial decision-making.
CFO Advisory is a decision support system that provides users with a work optimization platform, reducing work hours, streamlining sales processes, and performing ongoing quality control and monitoring.
Over 17 years of experience as a senior manager in the major investment companies in Israel. An entrepreneur in the fields of real estate and finance, in Israel and around the world.
Mamram graduate - IDF’s Center of Computing and Information Systems. Over 25 years of experience in high-tech companies (ERP, Cyber) in senior positions of database management, systems analysis, and product management.
Problem
Financial advisors often face difficulties requiring multiple financial systems which can lead to missing important information, causing critical mistakes, providing unprofessional recommendations, and overall inefficiency that drives operational cost.
Solution
One centralized system to synchronize, organize, and analyze all financial information simultaneously and in accordance with customers’ specific needs.
Financial services:
Israel: $500B
US: $1.7T
Our target clients are financial institutions, Fintech companies, and financial service providers in the OECD.
Most of the similar solutions currently are focused on only one aspect in the financial advisory area (insurance, investment, CRM). CFO Advisory is an all-encompassing global solution.
The world’s first digital marketplace dashboard for all financial advising.
CFO Advisory provides 360-degree vision to support the decision-making process.
The first-ever digital marketplace dashboard for all financial advising needs.
CFO Advisory functions as an all-encompassing platform for supporting the financial decision-making process.
We have the right tools to enable advisors and their clients to make smarter decisions and work more effectively.
We currently have our first clients waiting and can meet the market within 6 to 8 months from the first investment and become profitable in up to 2 years.
$1,000,000 for 35% which will go towards product development and marketing.
