Description

Ways2wealth is in the financial advisory business, where knowledge is the key differentiator, change is continuous, and the quality of response and customer servicing efforts determines its success. Against this backdrop, Ways2wealth is at the forefront redefining, pioneering and setting the standard for the way financial intermediaries should function in the future. Its aim is to make investment decisions for its customer simpler and easily available, and be an integral part of the lifecycle. 

Overview

Inception 2016Number of Clients200+
HeadquarterZurich, SwitzerlandNumber of PartnersN/A
FoundersMirko UlbrichStage of DevelopmentEarly Stage/Bootstrap
Team Size1-9 employees
Geographic Diversity EuropeMoney Raised FromSelf-financing
YearYear Total revenue growth $MTotal Funding Raised $MTotal Funding Expected $M

ASQUISTIONS

DateCompanyAmount
11 May, 2017

Differentiating factors/Innovation points

First, it's free. Now there's a difference between the marketing hook 'free' and a truly free product. Other roboadvisors or online wealth managers bring in the clients by writing 'free' on their doorway. Later when they look around the shop they see price tags; in about three to six months they charge them, or pocket a chunk of their profits. We wanted to get rid of all this trickery, so at ways2wealth we don't even touch your money. Our roboadvisor makes your portfolio and lets you trade anywhere you want. Also, we're not affiliated with any bank or insurance company. So we're never trying to lure you in to buy securities of our choices. To sum up, our roboadvisor stands on two strong pillars, free service and unbiased advice.

Industry Awards

Website http://ways2wealth.com/

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