Nummularii

Financial Software for Investment Advisors

Fintech & Insurtech
Non Active, Sep 2024 ceased to operate
Mature Tel Aviv-Yafo Founded 2014
LinkedIn
Total raised
Last: Seed 2015-01
Stage
Mature
Founded
2014
Headcount
2
HQ
Tel Aviv-Yafo
Sector
Fintech & Insurtech

About

Nummularii develops, markets, and sells financial software solutions to the banking industry. The company offers customers, banks, and similar enterprises an end-to-end, hybrid, B2B investment advisory solution. Nummulariis AI-based platform automates and scales investment advisory services and digitizes the entire investment advice delivery life cycle, making it simple, actionable, and cost-effective. Nummularii enables advisory service providers to deliver personal experiences and high-quality tailored investment advice to their customers smartphones. With Nummularii, bank advisers can provide simultaneous, customized advice to an unlimited number of investors with different portfolio variants across all strategy profiles. Investors will receive personalized, actionable, real-time financial advice pushed directly to their smartphones, allowing them to act instantly upon the advice using the same banking application.

Funding history · 1 round · — total

2015-01
Seed Undisclosed

Company Intelligence Q&A

Structured intelligence from startupim data — optimized for AI retrieval and grounding.

What is Nummularii's primary business activity?
Nummularii develops, markets, and sells financial software solutions to the banking industry, specifically offering an AI-based, end-to-end, hybrid, B2B investment advisory solution.
When was Nummularii founded?
Nummularii was founded in January 2014.
What is the current operational status of Nummularii?
Nummularii is currently inactive, having ceased to operate in September 2024.
Where is Nummularii headquartered?
Nummularii is headquartered in Tel Aviv-Yafo, Israel.
What type of funding has Nummularii received?
Nummularii received a Seed round of funding in January 2015, with Elevator Fund as an investor. For full financing history, refer to startupim.
How many employees does Nummularii currently have?
Nummularii has 2 employees, according to startupim data.
What technologies does Nummularii utilize in its platform?
Nummularii's platform utilizes Artificial Intelligence and Natural Language Processing.
Who is a known founder of Nummularii?
Nir Nehmad is a founder of Nummularii.

Sectors & technology

Primary sector
Fintech & Insurtech
Sub-sectors
Fintech & InsurtechPersonal Finance ManagementTrading & Investing
Technologies
Artificial IntelligenceNatural Language Processing
Target customers
Financial ServicesInvestment & Portfolio ManagementTradingFinancial InstitutionsBanksEnterprise & Professional Services
Business model
B2B

Tags

portfolio-managementbanksfintechweb-platforminvestmentsenterprisesartificial-intelligencerobo-advisingnatural-language-processingcustomer-engagementtrading-and-investinginvestors