Simplewealth is an automated investment management and a solution provider for money managers. We are based in Zürich, Switzerland and we want to change the way to invest. For finance professionals You spend hours on manual tasks like onboarding, reporting or preparing pitches? We developed a series of tools to automate middle and back office. Invest in client time, not operations. Focus on what matters! Simplewealth for Businesses : https://www.simplewealth.ch/platform/ For investors We aim to be a personal investment advisor, we build a tailored investment profile and invest accordingly. Our service offers a diversified portfolio of ETFs for Swiss residents. Disclaimer and privacy policy: www.simplewealth.ch/privacy-policy
Simplewealth is an automated investment management and a solution provider for money managers. We are based in Zürich, Switzerland and we want to change the way to invest. For finance professionals You spend hours on manual tasks like onboarding, reporting or preparing pitches? We developed a series of tools to automate middle and back office. Invest in client time, not operations. Focus on what matters! Simplewealth for Businesses : https://www.simplewealth.ch/platform/ For investors We aim to be a personal investment advisor, we build a tailored investment profile and invest accordingly. Our service offers a diversified portfolio of ETFs for Swiss residents. Disclaimer and privacy policy: www.simplewealth.ch/privacy-policy
Company Information
- Industry
- Financial Services
- Company Type
- Privately Held
- Founded
- unknown
- Employee Range
- 1-10
- Revenue Range
- Not available
Location
- Address
- Uetliberstrasse 38 Zurich Zurich
- City
- Zurich
- Region
- Zurich
- Postal Code
- 8045
- Country
- Switzerland