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WeAdvise

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White-label solutions for digital wealth management

WeAdvise AG

Asset and Wealth Management

About WeAdvise

WeAdvise is an independent B2B provider of robo advisory technology. Our solution enables established financial services firms like banks, insurance companies and wealth managers to tap into new revenue sources and increase customer loyalty with state-of-the-art digital offerings. Our technology is highly adaptive, immediately ready-to-use and fully compliant with regulatory and data security requirements.

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WeAdvise merged with fundsaccess (14.10.2020). Closed on 21.10.2021.

Funding

RoundYearAmount
Latest round 2018