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    Wikinvest

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    Description

    • The Portfolio Manager from Wikinvest is the first portfolio that tracks all of your investment accounts, all in one place. Wikinvest's secure connection automatically imports your stock, ETF, and mutual fund holdings into one view and updates nightly so you never have to enter your trades or holdings into a portfolio management tool again. You can currently import holdings from over 60+ brokerages, including:Ameriprise Financial, Edward Jones, Etrade, Fidelity, Franklin Templeton, Hewitt, Janus, Merrill Lynch, Morgan Stanley Smith Barney, OptionsXpress, Prudential, Salomon Smith Barney, Scottrade, Sharebuilder, Schwab, TD Ameritrade, Thinkorswim, T. Rowe Price, UBS, USAA, Vanguard, Wachovia, Zecco, and many more.Don't see your brokerage* in the list? Also, you can still use the Wikinvest Portfolio Manager even if your brokerages aren't supported by setting up your portfolios and watchlists manually.Once you set up your portfolio, you'll enjoy real-time news and prices streamed live to the application, detailed analytics about your portfolio, and a dashboard that's fully customizable to your investment style**. See how you compare to the markets by tracking your investment performance against the S&P and Dow.
    • location

      Headquarters:627 2Nd Ave , Long Branch, New Jersey, United States

      More
    • Wikinvest phone

      Phone Number: +1 732-571-1300

    • Wikinvest website

      Website: https://www.wikinvest.com

    • Wikinvest employees

      Employees:5

    • Wikinvest revenue

      Revenue:$1 - 10M

    • Wikinvest legal name

      Legal Name:Wikinvest

    • Wikinvest's Social Media

      Wikinvest linkedin Wikinvest twitter
    • done Is this data correct?

    • |  NAICS Code: 334614  |

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    Person level website identification

    Product Manager for Wikinvest

    Jason Young

    Product Manager

    Person level website visitor identification

    Sell more in less time!

    Buyer intent data, anonymous visitor identification, first party data integration backed by a massive contact database that will supercharge your sales team. Schedule a demo to learn more!

    View Employees

    Jason Young

    Product Manager

    Mariana Petrova

    Finance Manager

    Frequently Asked Questions regarding Wikinvest

    • Where are Wikinvest's Headquarters?

      Wikinvest's Headquarters are in 627 2Nd Ave ,Long Branch,New Jersey,United States

    • What is Wikinvest's phone number?

      Wikinvest's phone number is +1 732-571-1300

    • What is Wikinvest's official website?

      Wikinvest's official website is https://www.wikinvest.com

    • What is Wikinvest's Revenue?

      Wikinvest's revenue is $1 - 10M

    • What is Wikinvest's NAICS code?

      Wikinvest's NAICS code is 334614

    • How many employees are working in Wikinvest

      Wikinvest has 5 employees

    • What is Wikinvest's Industry?

      Wikinvest is in the industry of Internet

    • Who is Wikinvest's Product Manager?

      Wikinvest's Product Manager is Jason Young

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