We describe ourselves: We are a B2B2C digital wealth platform offering cutting edge solutions to MEASA-based Asset and Wealth Management firms to enable them to transform their businesses and enhance the client value proposition. Our solutions include B2B Robo Advisor, Digital Risk profiler and Data Aggregation and Analytics engine.
How they describe their product/innovation: We are demoing WealthBridge, a highly innovative and customisable B2B2C robo engine for FIs in the region. Through WealthBridge, Banks/AMCs can offer cutting-edge digital portfolio advisory/wealth management services across their client segments. Using institutional level management, we offer multi underlying (including single lines), multi asset and custom-built engines, which can manage new assets as well as existing portfolios.
We also offer shariah compliant robo advisory services. And our unique engine offers sophisticated risk management tools, as well.
Product distribution strategy: Direct to Business (B2B), through financial institutions
Executives Siddharth Bhandari (CEO), Leo De Tilly (CEO, JV), Florian De Miramon (CTO)
Key Partnerships JV with Fundshop, a France-based fintech company; strategic partnership with Canopy and Neuroprofiler
Transform your business seamlessly