funding probability score
total disclosed funding
last round valuation estimate
disclosed funding rounds
latest round
latest funding stage
next round estimate
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number of investors
number of competitors
monthly web visits
twitter followers
Offices
United States
HQ address
267 Sea Cliff Avenue, Sea Cliff, 11579, USA
Email
support@aqumulate.com
description
Aqumulate automates the creation of a consolidated view of client assets and liabilities, creating deep insight that can lead to stronger relationships and increased assets under management and advisement.

With the ability to aggregate account data from more than 10,000 data portals, Aqumulate completes the picture for advisors and their clients. This wide coverage of accounts includes investment, retirement, banking, insurance, 529s, 401(k), 403(b), annuities, REITs and hard to reach assets, as well as the mortgatge, loans, bills, and other liabilities.

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