Wealthinitiative

www.wealthinitiative.com

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.

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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.

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Country

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City (Headquarters)

Zürich

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Employees

1-10

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Founded

2016

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Social

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Potential Decision Makers

  • Chief Financial Officer

    Email ****** @****.com
    Phone (***) ****-****
  • Chief Technology Officer and Partner

    Email ****** @****.com
    Phone (***) ****-****
  • Certified Financial Planner

    Email ****** @****.com
    Phone (***) ****-****
  • Partner

    Email ****** @****.com
    Phone (***) ****-****

Technologies

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