Our Values

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Security & Confidentiality
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.

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Integrity & Independence
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.

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Passion
Passion

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

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ESG/Diversity & Inclusion
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.

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Transparency
Transparency

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

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