OmniWealth

wealthtech (retail)investment platforms

FOUNDING YEAR: 2016
LOCATION: Belgium
Last Update: 01/05/2020

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About

OmniWealth is an automated investment platform for financial planning offering portfolio allocation customized for people who live abroad or want to retire abroad.

Focus

PRODUCTS & SERVICES

OmniWealth claims to be an one-stop shop to invest as an American expat. It specializes in providing solutions to meet customers financial needs at low cost. One of its products, TradePMR provides registered investment providers an comprehensive technology solutions which includes basket trading, power trades and a full range of specialized tools, such as integrated Performance Reports.

People

FOUNDERS

Isa Kettmann

KEY EMPLOYEES:

Brian Dunhill (Portfolio Manager)

Momentum

FUNDED

NO

LISTED

NO

BASICS

FOUNDING YEAR:

2016

LOCATION:

Belgium

Views:

17 VISITORS | 25 VIEWS

About

OmniWealth is an automated investment platform for financial planning offering portfolio allocation customized for people who live abroad or want to retire abroad.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

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