SmartPurse is a financial planning and education platform designed specifically for women, aimed at fostering financial independence and smart money management. It provides a comprehensive toolkit that includes financial courses, health snapshots, savings strategies, and retirement planning resources. By connecting users with a supportive community of like-minded individuals and knowledgeable money coaches, SmartPurse empowers women to take control of their financial futures and make informed decisions. Through its innovative approach, SmartPurse inspires women to build their financial literacy and enhance their overall financial well-being.
Non Equity Assistance in 2022
Developer of financial software dedicated to improving decision-making processes in the financial services industry. The company offers B2B financial analytic APIs to lower the cost of providing wealth management services, helping to automate wealth management services and build software, enabling the global industry to evaluate complex financial decisions in real time.
Non Equity Assistance in 2022
Investment Navigator supports professional market participants in the advisory process for funds and ETFs. Regulatory, tax and product-specific information and rules are efficiently provided and investment suitability assessed.
Non Equity Assistance in 2022
Tontine Trust is developing a fully digital tontine pensions platform aimed at providing a reliable income for life to retirees. With approximately 75 million Europeans approaching retirement and a collective savings of around €25 trillion, many individuals face the risk of outliving their savings, particularly those living beyond age 90. Research indicates that a significant majority of retirees would prefer a lifetime income plan over capital. Historically, tontines have been a favored retirement solution, and recent regulatory changes have facilitated the emergence of low-cost tontine options in 34 countries. Tontine Trust seeks to modernize this concept by offering pension schemes that are both rewarding and sustainable, drawing on insights from international economic research. The founder has pursued patents for digital tontine systems in key pension markets and secured a tontine trademark in 27 countries, positioning the company to lead in this innovative approach to retirement planning.
Non Equity Assistance in 2022
Topaz Digital specializes in wealth management software that addresses digital engagement challenges faced by private client service providers. Leveraging its extensive experience and expertise in WealthTech, the company offers a comprehensive solution for family offices, private banks, and external asset managers. Its software integrates with existing data sources and systems, enhancing or replacing legacy platforms to improve client service levels and deepen client relationships. By providing a premium digital experience, Topaz Digital aims to boost client engagement while also enhancing operational efficiency and compliance for financial institutions.
Non Equity Assistance in 2022
Developer of a financial platform designed to offer alternative assets through fractional investments. The company's platform combines contracts, distributed ledger technology, and artificial intelligence that offers tokenized assets and access to many unserved retail customers when it comes to portfolio diversification and alternative investments, enabling investors to easily invest in alternative investments.
Mympact is a sustainable bank account that helps people live an eco-friendly live.
Non Equity Assistance in 2021
IOC Group offers cost-efficient expert solutions for portfolio managers. operational risk management is the starting point for fulfilling financial market regulations. as an independent service provider, we support asset managers of all sizes in the areas of IT, legal, compliance, data, and risk management.
Non Equity Assistance in 2021
Norsia specializes in providing fintech tools designed to assist wealth management companies and financial advisors in aligning investment strategies with their clients' personal values and sustainability goals. The company's offerings enable advisors to systematically integrate these values into the investment process, allowing them to create customized investment alternatives that resonate with their clients' visions. By delivering relevant insights, Norsia enhances the ability of financial professionals to meet the unique needs and preferences of their clients, fostering a more personalized approach to wealth management.
Non Equity Assistance in 2021
Stableton Financial AG is a fintech company based in Zug, Switzerland, established in 2018. It operates an alternative investments platform designed for qualified and institutional investors, as well as financial advisors. The platform provides access to a variety of investment opportunities, including liquid alternatives, private equity, private debt, and real assets. Stableton focuses on offering absolute return strategies and advisory services related to hedge funds, startups, alternative lending, and the real estate sector. Its clientele includes private and mid-size investors, financial intermediaries, investment managers, service providers, and startups, primarily within Switzerland.
Non Equity Assistance in 2021
Stableton Financial AG is a fintech company based in Zug, Switzerland, established in 2018. It operates an alternative investments platform designed for qualified and institutional investors, as well as financial advisors. The platform provides access to a variety of investment opportunities, including liquid alternatives, private equity, private debt, and real assets. Stableton focuses on offering absolute return strategies and advisory services related to hedge funds, startups, alternative lending, and the real estate sector. Its clientele includes private and mid-size investors, financial intermediaries, investment managers, service providers, and startups, primarily within Switzerland.
Abroaden is the first wealth building platform for people living abroad
VALK is a fintech company based in London that specializes in designing and developing a software platform for managing, investing in, and trading unlisted assets, such as private company shares, fund shares, real estate, and infrastructure. Founded in 2019, VALK's solution automates and centralizes asset management and investment workflows, transitioning traditionally manual processes into a digitized format. The platform serves various financial entities, including asset managers, investment banks, and funds, offering an end-to-end digital transaction solution tailored for private and illiquid markets.
WealthInitiative is a secure digital platform that facilitates wealth management institutions in sharing a network of investment opportunities tailored for high-net-worth clients. The platform specializes in various asset classes, including real estate, passion investments such as yachts and vintage collectibles, and business deals. Utilizing advanced technologies like machine learning and big data, WealthInitiative enhances asset consolidation and portfolio analysis, allowing wealth management firms and family offices to effectively manage and navigate investment deals. Through its innovative approach, the company aims to streamline the investment process and provide valuable insights into diverse opportunities for affluent clients.
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