We provide B2B SaaS product that is based on proprietary behavioral models that are applied to investor profiling, education, and goal-based strategic asset allocation with any asset class, including FX, Crypto, and Structured Products, Options.

Our solution is a result of over fifteen years of research undertaken in behavioral finance in Swiss Universities and is used by the largest banks for wealth advisory today.

The outcome for our fintech partners:

– Increased LTV while improving self-directed client investment performance
– Retention tool to diversify client positions
– Offer complex products and multi-leg structures

Company Details

Sector

WealthTech

Location

Zug

Founded

Q3 2022

Employees

1-5

Last Updated

March, 2023

Founding Team

Yulia Myronova

CEO

Enrico De Giorgi

CPO

Looking for

Funding

Talent

Advisors