Nummularii · raw details

Financial Software for Investment Advisors · Tel Aviv-Yafo · Founded 2014

inactive Mature ← back to profile

About

Financial Software for Investment Advisors

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.

Identity

NameNummularii
Slugnummularii
Type / kindstartup
Crunchbase IDnummularii
Source _idagxzfmlsbGlzdHNpdGVyGAsSC05ld19Db21wYW55GICAgLH83ZYKDA

Status

Statusinactive
Status reasonNon Active, Sep 2024 ceased to operate
Last update2026-05-17

Location

HQ country codeIL
HQ region/districtCenter District
HQ cityTel Aviv-Yafo
HQ addressAhad Ha'Am St 54, Tel Aviv-Yafo, Israel

Web & social

LinkedInhttps://www.linkedin.com/company/10036892

Classifications

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 models
B2B
Tags
portfolio-managementbanksfintechweb-platforminvestmentsenterprisesartificial-intelligencerobo-advisingnatural-language-processingcustomer-engagementtrading-and-investinginvestors

Funding

Total raised
Current stageMature

Raw source document

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