Caminos is a web-based platform used by investors that range in both size and complexity. This innovative tool fills a key gap in the InvestTech stack by proactively managing the client portfolio experience through machine learning and deep learning.
Caminos is designed to reduce financial stress by intuitively mapping out the possible pathways that make up a financial journey.
Caminos lays the path to client success through pre-journey expectations management, mid-journey experience analysis and proactive communication.
The company is co-founded by Gina Sanchez, a deep domain expert with broad investment experience, Gregory Hansen, a 35-year investment technology veteran and Shannon Lewis, a seasoned sales executive.