Our Values

Security & Confidentiality

We rank S&C as our highest priority. Our servers are located in Switzerland, with a FINMA regulated partner. Data, client info and calculation servers are separated. We have a top websecurity partner and 2/3 form authentication processes.

Integrity & Independence

We are committed to the highest standards of ethics. We believe independence is essential to ensure that our interests are aligned with our clients.

Passion

We are all passioned by investors, tech, finance and education. We are committed to serve our clients with excellence.

ESG/Diversity & Inclusion

We like to promote gender as well as cultural differences so that everyone in the team feels appreciated. We want to be a low-carbon based WealthTech service provider.

Transparency

We want our revenue streams to be transparent, no hidden fees are permitted.