Sensery

CRM, FinTech, Information Technology, Mobile
Founded in
Washington, District of Columbia, United States
For Profit

About Sensery

Sensery gives wealth advisors, their clients and other trusted service providers a single, secure place to manage the wealth planning and service delivery process: on-boarding, planning, compliance and more - all online in one easy-to-use service. Sensery enables the wealth advisor to evolve from a practice to a platform: a full-service integrated capability that makes it easy to meet the full range of clients' wealth and life needs.

Company Metrics

  • Employees: 1-10
  • Monthly Visits: None
  • Tech Stack: None active products

Financial Information

  • Estimated Revenue: Less than $1M
  • Total Funding: None USD
  • Last Funding: None (Seed)
  • Funding Status: Seed

Technology Stack

Sensery actively uses None products in their tech stack.

Market Presence

Industries: CRM, FinTech, Information Technology, Mobile

Headquarters: Washington, District of Columbia, United States