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Provisian is a financial technology company that offers an integrated suite of financial planning solutions designed for modern financial advisors and individual investors. Their platform provides tools for portfolio management, retirement planning, scenario analysis, client collaboration, and reporting, all within a user-friendly and intuitive interface. Provisian aims to replace fragmented, legacy financial software with a centralized platform that simplifies financial planning and decision-making.
Company : Provisian
Industry : FinTechWealth ManagementFinancial Planning
Provisian Key Value propositions
Provisian Latest news
John Flickinger on LinkedIn: Provisian | Integrated Wealth ...
Apr 24, 2024 ... Some personal news: Introducing Provisian Over the past few years at AngelList, I've had the opportunity to partner with an incredible ...
John Flickinger (@JohnFlickinger) / X
Introducing Provisian — an integrated suite of ... Read more: https://blog.altruist.com/news/series-e? ... Big news! The official calendar of events for ...
FEDERAL RE-SULATION 1?! FIR~ARMS
... important. The Gun Control Act' of 1968 was ... provisian, t.o transfer to. the Justice ... News & World Repor't, etc.) They call for the development and ...
Moody's the 115 Year Old Growth Fintech Company
Welcome to Fintech Brainfood, the weekly deep dive into Fintech news, events, and analysis. ... Provisian - Financial planning dashboard powered by open banking.
Provisian SWOT Analysis
Strengths
Intuitive and user-friendly platformFocus on client collaboration and engagementStrong data analytics and reporting capabilities
Weaknesses
Relatively new entrant in a competitive marketLimited brand awareness and market sharePotential dependence on third-party integrations
Opportunities
Capitalize on the growing demand for modern financial planning solutionsTarget the significant wealth transfer to younger generationsExpand partnerships with financial institutions and advisors
Threats
Competition from established players with larger resourcesRapid technological advancements in the fintech spaceChanging regulatory landscape in the financial services industry
Top Marketing Strategies for Provisian
Content Marketing and Thought Leadership
Provisian can establish itself as a thought leader in the financial advisor space by creating valuable content like blog posts, webinars, and white papers on topics like the Great Wealth Transfer and modern financial planning strategies. This will attract potential customers and build trust in the brand.
Provisian User Persona
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Provisian Geographic and Demographic Insights
Geographic Insights: Provisian's primary market is the US, followed by Canada, indicating a focus on North America. They also target English-speaking countries like the UK and Australia, along with Germany in the EU.
United States
60%
Canada
15%
United Kingdom
10%
Australia
7.5%
Germany
7.5%
Demographic Insights: Provisian primarily targets users aged 25-44, indicating a focus on millennials and Gen X. The gender distribution is balanced, suggesting broad appeal across genders.
Provisian Socio-economic Profile
Household and Income Insights: Provisian's target users typically belong to households of 2-4 people and have medium to high income levels, reflecting their financial planning needs.
Educational and Employment Insights: Most of Provisian's target users are employed full-time or are business owners with university-level or postgraduate education, highlighting their financial literacy.
Provisian Behavioral Insights
Interest-Based Insights: Provisian's target audience is interested in fintech, wealth management, technology, investments, and personal finance, aligning with their services.
Technology and Social Media Usage: Users prefer desktop devices and engage with financial content on LinkedIn, Youtube, and X, indicating a tech-savvy audience.
Provisian Top Competitors
Competitor | Estimated market share | Top domains |
---|---|---|
MoneyGuidePro | 35% | Financial Planning, Wealth Management, Retirement Planning |
eMoney Advisor | 30% | Financial Planning, Wealth Management, Client Portal |
RightCapital | 25% | Financial Planning, Investment Management, Retirement Planning |