How they describe themselves: Serving 344 million mass affluent and 1 billion retail investors with a smart and individualized investment solution was impossible until now. We have built and successfully tested a smart, automated and easy-to-use 24/7 digital investment advisor that allows any individual to build his personalized stock portfolio in just a few simple steps – hand-holding the user through the investment process. Our white-label investment solution aims to partner with the financial services industry to provide a content rich and highly scalable product that applies the ‘role-model concept’ to help serve under-serviced, digital-savvy mass affluent and retail investors.
How they describe their product/innovation: Commercial version of the first automated single-stock, expert-based and algorithm driven ‘Robo-Advisor’. Instead of ‘reinventing the wheel’, this system implements the best available investment concepts, based on hundreds of textbooks and research papers, from the last decades. Each day, this system screens 69,000+ stocks worldwide, while employing the success formula (or recipes) of 30+ proven experts such as Buffett, Templeton and Lynch. All this comes added with an educational stock-investing knowledge section that is written in simple and jargon-free language, while users can also connect with like-minded investors.
Product distribution strategy: Direct to Business (B2B), through financial institutions, licensed
Bus. Dev. & Sales: Michel Jacquemai, Chief Investment Officer & Co-Founder, firstname.lastname@example.org, +41-41-7686688 & +41-79-3007442
Press: Maria Jacquemai, CEO & Co-Founder, email@example.com, +41-41-7686681