Wealthinitiative

wealthtech-retailcapital market tech

FOUNDING YEAR: 2015
LOCATION: Switzerland
Last Update: 17/07/2020

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

About

Wealthinitiative (WI) is the leading platform to support top-tier wealth management institutions to match their clients requests in the strategic areas of (1) Real Estate, (2) Art & (3) Passion investments (yachts, aircrafts, classical cars, vintage watches, precious gems and valuable collections) and (4) Business deals. The platform is used internally to help wealth management institutions explore synergies among their own clients but could also be used externally, where potential transactions are shared with other selected wealth management institutions, members of the WI platform community.

MEDICI Analysis

Provide secured digital platform aimed at facilitating transactions within wealth management institutions client base.

company provided insights

Focus

People

FOUNDERS

Douglas Azar

NUMBER OF EMPLOYEES

1-10

INVESTORS:

F10 FinTech Incubator & Accelerator

Fusion Partners

Momentum

FUNDED

NO

DATE OF LAST FUNDING

Jun 2017

LISTED

NO

Join the exclusive global FinTech community

Be a part of the global FinTech community on WhatsApp