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.
No news
01.08.2024
Capital Increase (pre-seed)
No Jobs
No videos and documents
No Awards
Website:
www.goal-based.investments
Headquarter:
Kilchberg
Foundation Date:
July 2020
Technology:
Sectors: