We are a wealth management company offering retail investors a "key-in-hand" solution to manage their long term savings. Anyone can open an account in 15 minutes with 1000€. Why ? - In France, most retail investors don't have access to high quality “delegated” wealth management services - When they do, they are often invested in ineffective and costly products and are not even aware of the fees they pay because of an opaque pricing and distribution system based on retrocessions - Index funds and direct distribution allow us to dramatically reduce prices, increase transparency and avoid any conflict of interest - On top of that we deliver a great user experience because through a high quality client support, a product easy to use on any device and a fully dematerialized subscription How ? - Every user gets a portfolio tailored to their profile, widely diversified and invested in low cost index funds - Portfolios are managed by our team of financial experts helped by state of the art algorithms to maximize performance and minimize risk - Users have a simple interface to track their savings in real time, deposit or withdraw funds, manage their risk profile and contact our customer service
Name CEO: Mourtaza Asad Syed
Founded in: 2011 or later
Company Twitter: @yomoni_fr
Category: PFM Robo Advisory (Asset, Wealth, ForEx, Trading, Investing)
Thank you for voting and being interested in the European Fintech Awards & Conference. We would be delighted to see you in Amsterdam on the 14th of April 2016.