Intuitive platform for financial advisors to write, automate, deliver, and track advice.
Location
Riverside, CA, US
Founded
2019
Pulse360 is a specialized platform designed for financial advisors, focusing on streamlining the process of creating, automating, delivering, and tracking financial advice. The company's primary target market is financial advisors seeking to enhance their practice efficiency and client engagement.
The platform offers a range of features to help advisors grow their practice, retain clients, and protect their business. Pulse360's intuitive interface allows advisors to write and automate advice delivery, potentially improving client communication and satisfaction. While specific portfolio companies or investment details are not provided, Pulse360 appears to be positioned as a technology solution provider in the financial advisory sector.
Pulse360 - Classification
NAICS
520000Finance and Insurance
522000Credit Intermediation and Related Activities
522300Activities Related to Credit Intermediation
522320Financial Transactions Processing, Reserve, and Clearinghouse Activities
SIC
8700Engineering, Accounting, Research, Management, And Related Services
8740Management And Public Relations Services
8742Management Consulting Services
Show 4 more industry codes
SIC
6000Depository Institutions
6200Security And Commodity Brokers, Dealers, Exchanges, And Services
6280Services Allied With The Exchange Of Securities Or Commodities
