After several months of preparation in stealth mode, WeAdvise AG, an independent white-label robo advisor fully focused on B2B business, was launched last week.
WeAdvise offers a robo-advisory technology that, according to the company, is fully customizable to the look and feel of its B2B clients, allowing them to implement their own strategies in wealth management. The model is based on a software-as-a-service (SaaS) model with optional add-on services.
In recent months, solutions have already been launched on the market. We are currently working with customers on further implementations.
"We are delighted (...) to officially launch on the market after a long period of preparation. With WeAdvise, we are positioning ourselves as an independent partner, which many established financial service providers are seeking for their digitalization. With a product that is fully customizable to their respective 'look and feel' and can be deployed in the shortest possible time, we help our licensees assert themselves at the customer interface,"
so Christian Ropel, Co-Founder and Managing Director of WeAdvise AG.
Focus on B2B – Finconomy supports
"Unlike other robo-advice providers, we are the first market entrant to focus solely on the B2B segment. This prevents conflicts of interest and helps our licensees implement a hybrid strategy that incorporates both modern, digital tools and personal interaction."
The company builder Finconomy acts as the lead partner for the founding, and WeAdvise aims to benefit from its know-how, industry network and shared services.
