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WealthInitiative

WealthInitiative
2015 FOUNDED
PRIVATE STATUS
Accelerator/Inc LATEST DEAL TYPE
3 INVESTORS
Description

Developer of a peer-to-peer digital tool designed to help wealth management institutions to share a network of deals on behalf of their high net worth clients. The company's tool uses machine learning and big data for asset consolidation and an improved portfolio analysis and understanding, enabling wealth management institutions and family offices to maintain and manage deals in the field of Real Estate, Passion investments and business deals.

Ownership Status
Privately Held (backing)
Financing Status
Accelerator/Incubator Backed
Primary Industry
Financial Software
Other Industries
Other Financial Services
Primary Office
  • Storchengasse 17
  • 8001 Zurich
  • Switzerland

+41 076 000 00 00
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WealthInitiative Valuation and Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
3. Accelerator/Incubator 20-Apr-2017 Completed Generating Revenue
2. Accelerator/Incubator 01-Apr-2017 Completed Generating Revenue
1. Accelerator/Incubator Completed Generating Revenue
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WealthInitiative Investors (3)

Investor Name Investor Type Holding Investor Since Participating Rounds Board
Seat
Contact
Info
F10 Accelerator/Incubator Minority 000 0000 000000 0
Fintech Fusion Accelerator/Incubator Minority 000 0000 000000 0
Swiss Finance Startups Accelerator/Incubator 000 0000 000000 0

WealthInitiative Executive Team (3)

Name Title Board
Seat
Contact
Info
Douglas Azar Co-Founder & Chief Executive Officer
Daniela Galeote Co-Founder & Chief Operating Officer
Andrew Gladkih Partner & Chief Technology Officer