Deal Technologies

Company Overview

Snapshot

Founded in July 2022 by Jason Meister, Deal Technologies operates with 1–10 employees. The company is currently in the Pre-Funding stage, focusing on developing a platform to enhance collaboration and impact within private markets.

Business overview

Deal Technologies is developing a state-of-the-art platform designed to empower financial advisors to better serve and retain younger affluent clients, particularly in the context of generational wealth transfer. The company's core technology facilitates communication, collaboration, onboarding, and transaction management, aiming to create a digital community for impact investing. Deal Technologies operates within the Fintech & Insurtech sector, specifically targeting financial services, investment & portfolio management, and financial institutions globally.

Company Intelligence Q&A

What is Deal Technologies' primary focus?

Deal Technologies is focused on enabling financial advisors to better serve and retain a younger affluent client base, with a strategic emphasis on the generational transfer of wealth.

When was Deal Technologies founded?

Deal Technologies was founded in July 2022 by Jason Meister, who also serves as the Founder & CEO.

Who is the founder of Deal Technologies?

Jason Meister is the founder of Deal Technologies and also holds the position of Founder & CEO.

What kind of platform is Deal Technologies developing?

Deal Technologies is developing a state-of-the-art platform for communication, collaboration, onboarding, and transaction management, specifically for private markets.

What is Deal Technologies' current stage?

Deal Technologies is currently in the Pre-Funding stage, indicating it is in the early phases of seeking initial investment.