Werthstein

First Fintech to combine media and wealth management in a subscription model

Content-based Digital Wealth Manager gives its clients the opportunity to focus their risk-optimized portfolio with one click on a selection of different investment themes (technology, business, society).

For most clients, investing is a chore. Werthstein makes wealth management intellectually stimulating and incredibly easy. We focus on original content creation, mobile-first delivery, and execution in 15 seconds. Our content consists of market insights and investment ideas and is created by the Werthstein Institute, an independent panel of senior economists and investment professionals. It is delivered by video of a monthly panel discussion and Economist-style articles on investment themes. We build investment baskets for each investment idea, which can be executed with a single click while the overall portfolio remains risk-optimised.

Digital Wealth Management via fixed subscription fee.

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Werthstein

First Fintech to combine media and wealth management in a subscription model

Headquarter:
Zürich

Foundation Date:
June 2016

Technology:

  • ICT

Sectors:

  • Cloud
  • Consumer
  • Education
  • Finance
  • Fintech
  • Internet
  • Media
  • Mobile