COUPLR
Company Overview
Social Media Profiles
About Couplr
Description
Couplr AI is an innovative platform in the Internet and Technology sector that utilizes AI and data science to facilitate optimal connections between clients and financial advisors, enhancing the client experience in insurance and wealth management by ensuring the right matches for their financial needs.
Specialties
AI-Powered Client Matching
Data-Driven Financial Insights
Enhanced Advisor-Client Connection
Personalized Wealth Management Solutions
Optimized Insurance Advisory Services
Products & Services
AI-driven client-advisor matching
Wealth management solutions
Insurance advisory services
Data analytics for financial services
Client experience enhancement tools
Contact Information
Email Addresses
Competitors & Similar Companies(8)
Betterment
New York, • United States
Wealthfront
California, • United States
Personal Capital
California, • United States
Ellevest
New York, • United States
Robinhood
California, • United States
Acorns
California, • United States
Zelle
Stash
News & Media
Search Terms:
couplr
Search Topics:
AcquisitionAI: Product LaunchInvestment: Approval FundingProject: Bid and AuctionBusiness ExpansionFinancing and FundraisingInvestmentJoint VentureLeadership Change (CXO)MergerPartnershipProduct LaunchPublic Offering (IPO)RebrandingReorganizationRestructuringValuation
Featured News
Couplr AI Unveils Revolutionary Solution to Tackle the Orphaned Client Account Challenge
Mar 12, 2024
AI: General ImpactAI: Product Launch
Frequently Asked Questions about Couplr
Where is Couplr located?
The headquarter of Couplr is located in Cheyenne, Wyoming, United States
What is the email address of Couplr?
The email addresses of Couplr are [email protected]
What is the official website of Couplr?
The official website of Couplr is https://www.couplr.ai
What industry does Couplr belong to?
Couplr belongs to the Internet and Technology, Financial Services industry.
What are the specialties of Couplr?
Couplr specializes in AI-Powered Client Matching, Data-Driven Financial Insights, Enhanced Advisor-Client Connection, Personalized Wealth Management Solutions, Optimized Insurance Advisory Services.
What products and services is Couplr likely to offer?
Couplr offers AI-driven client-advisor matching, Wealth management solutions, Insurance advisory services, Data analytics for financial services, Client experience enhancement tools.
Who are the competitors of Couplr?
Competitors of Couplr are Betterment, Wealthfront, Personal Capital, Ellevest, Robinhood, Acorns, Zelle, Stash.
What does Couplr do?
Couplr AI is an innovative platform in the Internet and Technology sector that utilizes AI and data science to facilitate optimal connections between clients and financial advisors, enhancing the client experience in insurance and wealth management by ensuring the right matches for their financial needs.