Total raised
$620K
Stage
Seed
Founded
2017
Headcount
31
HQ
Tel Aviv-Yafo
Sector
Fintech & Insurtech
About
Cred combines finance and behavioral science to deliver truly individualized wealth management at scale. Its user-centric approach is designed to enable financial institutions to accelerate client and asset acquisition and to effectively engage with each client. Creds AI platform enables the use of granular client data to personalize services and actions for individual retail investors. The platform generates client-specific, automated, real-time tickets that are immediately actionable. The level of automation is customizable; Cred can hand off tickets to investment advisors along with recommended actions as well as perform client customization actions through a fully automated process.
Sectors & technology
Primary sector
Fintech & Insurtech
Sub-sectors
Fintech & InsurtechTrading & InvestingPersonal Finance Management
Technologies
Artificial IntelligenceNatural Language ProcessingMachine LearningPlatforms & Interfaces
Target customers
Financial ServicesFinancial InstitutionsBrokerageInvestment & Portfolio ManagementFund Management
Business model
B2B2CB2B
Highlights
Verified
Tags
artificial-intelligencepersonalizationtrading-and-investingfinancial-institutionsbig-data-analyticssoftware-applicationsweb-platformrisk-managementbanksfintechportfolio-managementmachine-learninginvestmentsprivate-investors