SaveDaily

HQ Address

1503 South Coast Drive, Suite 330, Costa Mesa, CA 92626, United States

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Business introduction

Leaders in Digital Investment

As forerunners in financial technology for over 20 years, we enable our partners to integrate digital investment solutions into their offerings

The Digital Investment Savings Platform of The Future
SaveDaily distributes its platform through financial partners as a private-label solution that creates a “win-win-win” structure.

The mission of SaveDaily® is to provide advice driven investment services to the mass market, worldwide, that are otherwise made available only to the high-net worth investor. In this pursuit, SaveDaily® reaches out to small investors through fully automated technology solutions and through the channels already being used. In partnership with the intermediaries that control these channels, SaveDaily® offers its services at retail and wholesale price points affordable to all.

SaveDaily Solutions

SaveDaily

Key industries we serve Insurance companies Insurance companies are a perfect fit for our mutual fund investing platform. Financial services Invest in a variety of mutual funds from your checking or savings account. Retail banks All record-keeping requirements and provide a integrated experience.. Global employer groups Handling all your employment needs with ease.. Leading technology & innovation SaveDaily, south of......

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