コミュニティ
TrustFinanceは認可されたファイナンシャルアドバイザーではなく、お客様の地域の金融機関とは提携していません。投資する前に、ご自身で十分な調査を行ってください。
Positivly
Information by Research Trustfinance
Positivly was a US-based financial technology firm and a registered investment adviser (RIA) that aimed to align individuals' investments with their personal values, beliefs, and financial goals. The platform used a proprietary "financial personality" assessment to help users discover their investment preferences, such as ESG (Environmental, Social, and Governance) criteria, political leanings, or specific causes. Based on this profile, it would then construct and manage a personalized investment portfolio. The company ceased operations on February 28, 2023.
United States
Industry
Financial
HQ Location
Other social
https://www.linkedin.com/company/positivly/