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digi ta l investment solut ionsfor f inancia l inst i tut ions
CLIENTS
82%
BANKS
25%
Wealth management relationship is expected to
become digital
Wealth managers offer few digital channels beyond
emails today
Digital Divide
Clients expect an online, simple & personalised
investment experience
4
Scalable & Multi Market
White Label & ModularThematic & Quant Portfolios
Smart Filters & Customisation
Transparency & Visibility Quick to Deploy
Value Proposition
CLIENTS BANKS
5
How it works
6
Traction
LaunchQ3-2017
7 clients in negotiations
!$400kfunds raised
48active prospects
4client segments
7Source: Company data, Oliver Wyman, BCG, Cap Gemini, PWC, Citi, Goldman Sachs
Private Wealth Asia Pacific
Digital Advice Adop;on Rate
Market Size
Growth drivers Global Private Wealth
(between 2012 and 2020)
Mass Affluent
+100%
+46%HNWI
2016 2020
$17 T$28 T
1.8x
0.5%10%
20x
Aligning our success with
our customers success
Business Model
PlaOorm as a Service Revenue Share
Recurring Variable
1 2
8
Our Team
9
IVAN MARINKOVICChief Technology Officer
QUENTIN ISSELECo-Founder & CEO
JULIEN LE NOBLE Co-Founder
MAXIME DUMONALChief Data Scientist
Raising $500k
Seed Round
Next Steps
Research & Development
Sales & Marke;ng
10
Regional Expansion
! "
JOIN US ON OUR JOURNEY
Digital platforms are redefining investment & wealth management