True Wealth
Curated by SignalRobo-advisor platform delivering automated wealth management and investment solutions.
Overview
True Wealth functions as a robo-advisor platform designed for wealth managers, delivering automated investment advice and portfolio management services. The platform employs algorithms to develop and oversee diversified investment portfolios that correspond with client risk tolerance and financial goals. Aimed at individual investors looking for cost-effective wealth management options, True Wealth offers various investment choices, such as child portfolios and occupational pension schemes. The platform integrates with existing wealth management systems to facilitate communication and performance tracking. Additionally, it focuses on sustainable investing and low-cost services, catering to the demand for accessible and efficient wealth management.
Key facts
- Founded
- 2013
- Headquarters
- Zurich, Switzerland
- Stage
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- Industry
- Financial Technology
- Sector
- Wealth Technology
Business model
- GTM channel
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- 7 products and services
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- Commercial model
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Contact
- Primary office
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Open roles
2 rolesRisk Manager (50%)
Zurich, Zurich, Switzerland · On-site · Volunteer
Kundenspezialist/-in Online-Vermögensverwaltung
Zurich, Zurich, Switzerland · On-site · Full-time
