Wealthinitiative

Marketplace and valuation tool for non-bankable assets (real estate, art, passion investments and shares in private companies).

  • Stage Prototype Ready
  • Industry Financial Services
  • Location Zürich, Switzerland
  • Currency CHF
  • Founded November 2015
  • Employees 4
  • Incorporation Type LLC
  • Website wealth-initiative.com

Company Summary

2 key offerings:
- Marketplace allowing wealth management institutions to identify & exploit synergies amongst their clients & peers.
- Automated valuation tool allowing clients to value & track the value of their non-bankable assets.
Rationale for institutions: deepened relationship with client, holistic view of portfolio, new revenue stream. HNWI: reduced intermediary fees, increased efficiency & confidentiality.
Revenue model: SaaS

Team

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