QIO Quantitative Investment Office AG

Goal-based investing made easy and accessible for everyone!

We have built an investment advice platform that combines the experience people have with saving for something with investing in the capital markets. We do this by applying best-in-class goal-based investing technology that answers concrete investment questions such as how long you need to invest to buy a house, pay off your mortgage or plan your retirement. With this we empower everyone to manage their own wealth.

Best cost-benefit ratio among robo-advisors (no management fees charged). It is intuitive, trustworthy, independent and holistic (including life cycle theory). Everything we have built is solution-oriented, not product-oriented.

Mass affluent market in Switzerland and Europe (age +35 years, income above median). We estimate the market size in Europe at around 500k.

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QIO Quantitative Investment Office AG

Goal-based investing made easy and accessible for everyone!

Headquarter:
Kilchberg

Foundation Date:
July 2020

Technology:

  • Fintech

Sectors:

  • Finance
  • Fintech
  • SaaS