Highlights
Profile claimed by owner
About
Personalized Wealth Management Platform
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.
Identity
| Name | Cred |
|---|---|
| Slug | credwi |
| Type / kind | startup |
| Crunchbase ID | credwi |
| Source _id | agxzfmlsbGlzdHNpdGVyGAsSC05ld19Db21wYW55GICAwOvlzocKDA |
Status
| Status | inactive |
|---|---|
| Status reason | Non Active, Oct 2021 ceased to operate |
| Last update | 2026-05-17 |
Location
| HQ country code | IL |
|---|---|
| HQ region/district | Center District |
| HQ city | Tel Aviv-Yafo |
| HQ address | Ahad Ha'Am Street 54, Tel Aviv-Yafo, Israel |
Web & social
| Website | https://www.credinvest.co |
|---|---|
| https://www.linkedin.com/company/18066688 | |
| Twitter / X | https://twitter.com/Cred_Invest |
| https://www.facebook.com/credinvest.co |
Classifications
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 models
B2B2CB2B
Tags
artificial-intelligencepersonalizationtrading-and-investingfinancial-institutionsbig-data-analyticssoftware-applicationsweb-platformrisk-managementbanksfintechportfolio-managementmachine-learninginvestmentsprivate-investors
Funding
| Total raised | $620K |
|---|---|
| Current stage | Seed |
Raw source document
Show full JSON (0 KB)
{
"0": "s",
"1": "l",
"2": "i",
"3": "m",
"4": "p",
"5": "a",
"6": "g",
"7": "e",
"8": "s",
"9": "_",
"10": "i",
"11": "m",
"12": "p",
"13": "o",
"14": "r",
"15": "t"
}