ETFmatic

wealthtech-retailcapital market tech

FOUNDING YEAR: 2014
LOCATION: United Kingdom
Last Update: 17/07/2020

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About

ETFmatic provides you with an easy way to manage your investment goals. We use index based investment strategies and Exchange Traded Funds (ETFs) to construct and manage unique investment portfolios tailored to your personal preferences and circumstances. We are an European Automated Investment Service licensed by the Financial Conduct Authority. With our App and the Investment Engine behind it you can easily build a unique portfolio instead of being stuffed into high-fee cookie-cutter portfolios dressed up as a personalised service. ETFmatic is lead by a team of experienced entrepreneurs that believe we all deserve a simple and cost effective way to put our savings to work. Our Advisory Board includes Private Banking and Fund Management Executives from the Financial Industry and Professors from the most prestigious Business Schools. At ETFmatic we believe risk amounts to more than the expected fluctuations of a portfolio. The likelihood of you accessing part of your savings early or how you will react to a scary market movement is at least as important as the criteria employed to analyse the stock markets performance. The current version of our investment platform deploys 125 base portfolio strategies which are then time-adjusted reducing volatility and adapting the asset allocation to what makes you comfortable, essentially infinite portfolios that enable us to deliver the best investment solution for you. Beyond the adjustment if anything in your lifestyle or attitude to risk changes, by using dynamic targets and, in goals with target date, volatility reduction, the target weight for each asset evolves over time. Investing in stocks & bonds puts capital at risk. ETFmatic Ltd is a Discretionary Investment Manager authorised and regulated by the Financial Conduct Authority (No. 657261) and office at Google Campus, 4-5 Bonhill Street, EC2A 4BX, London, United Kingdom. Robo Advisor does not imply we provide advice.

MEDICI Analysis

ETFmatic provides institutional investor quality wealth-management solutions direct to consumers, building and managing unique portfolios based on index investing strategies and Exchange Traded Funds (ETFs)

Focus

PRODUCTS & SERVICES

ETFmatic Wealth Management Tool

REVENUE MODEL

Company earns revenue by charging 0.25-0.5% of annual fee on AUM(Assets Under Management)

People

FOUNDERS

Luis Nozaleda

Tom Carnell

BOARD MEMBERS AND ADVISORS

Miriam González Amézqueta

Almudena Sáinz de la Cuesta

Bernard Dumas

Raghavendra Rau

Romain Deguest

NUMBER OF EMPLOYEES

1-10

KEY EMPLOYEES:

Johan Hellman

company provided insights

Momentum

FUNDED

NO

LISTED

NO

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