Smart Wealth
Curated by SignalAutomated financial planning platform optimizing asset management for individuals.
Overview
Smart Wealth functions as a financial planning robo-advisor, offering automated, algorithm-driven financial planning services designed for individuals. The platform evaluates personal financial data to deliver tailored investment advice and asset management strategies that correspond with users' financial objectives and risk tolerance. Aimed at private banking clients and financial institutions, Smart Wealth provides personalized portfolio optimization, advanced analytics for scenario planning, and goal-setting features. Utilizing AI-based solutions, the platform seeks to improve asset management efficiency, mitigate risk, and enhance returns. The company's mission emphasizes the promotion of financial freedom and prosperity through secure and transparent asset management services.
Key facts
- Founded
- 2016
- Headquarters
- Zurich, Switzerland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 4 products and services
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Contact
- Primary office
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- Phone
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