Evooq is a Swiss fintech which provides Wealth Managers with investment solution softwares, focusing not only on state-of-the-art features for portfolio management but also on a modern and intuitive User Experience.
Founded in 2017 by Guillaume Piard and Hugo Bompard, Nalo offers a simple alternative to those who wish to delegate the management of their assets while having the certainty of maximizing performance. Nalo is an online financial advisor designed to invest better without investing more.
Finn.ai reinvents the banking and finance management activity with artificial intelligence empowerment.
Betterment is the largest independent online financial advisor with more than $9 billion in assets under management.
Betterment has revamped its pricing and added two new service levels that offer investors access to financial advisors. The company now has three plan options: Betterment Digital, its legacy offering, doesn’t have an account minimum and charges 0.25%. Betterment Plus and Betterment Premium provide tiered access to financial advisors in exchange for higher fees and account minimums.
The app LaFinBox, created by the startup CrossQuantum (a JV between SwissLife and the Fintech Budget Insight), enables its users to get a quick full-view of their financials and their assets. Through an API, it collects the data of different types of placements in various banks and institutions
Kensho, combines natural language search queries, graphical user interfaces, and secure cloud computing to create a new class of analytics tools for investment professionals.
Advize makes life insurance management accessible to financial inexperienced person by combining robo advisor with analysts
Wesave is a digital wealth management platform that offers savings products at a lower costs than traditional institutions
Wesave is an online insurance brokerage offer launched by the company Anatec. This French roboadvisor is a up-market wealth management platform
Scalable Capital is a digital investment manager giving retail investors access to tailored and cost-efficient investment solutions thanks to a proprietary technology focused on the clients’ risk appetite
Investivity is a boutique B2B Invesment Manager combined with a digital portfolio management system aimed at a wide range of investors
Investivity is a combination of classical asset allocation and financial instruments with advanced technological tools. It offers risk management, tactical investing, fund replication, delegated advisory, while label research and investing decision tools
MeetInvest is a social network-like platform that enables the user to connect with other investors, share investment ideas, create groups of similar interests and run strategies.
MeetInvest is platform aiming to connect people with similar interest in investments, educate and bring valuable investing information
Descartes is a leading digital Swiss investment advisor bringing together the latest insights in financial theory, leading technology, and successful investment specialists.
Descartes Finance AG is a Swiss digital investment advisor, providing its products and services to individuals, charitable organizations, and wealth managers.
Scripbox, an Indian Fintech, offers a selection of 10 funds to first time investors based on an algorithm
Scripbox offers an automatic selection of 10 funds (from 8 000+) for each investor: 4 equity funds; 3 debt funds; 2 tax-saving funds and a last debt fund for daily spending
Vanare offers a wide range of solutions for professionals (B2B), ranging from CRM and compliance to roboadvisors
A B2B wealth management platform that aims to create a profitable growth using innovative technology.