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Company:
Bifrost Wealth Limited
Team:
Dino Ubatuba, CEO; Viktor Torstenius, COO; Antreas Pogiatzis, CTO; Lorenzo Berg, CFO; Zoe Balek, Business Developer; Martina Lofqvist, Software Developer
Web:
www.bifrostwealth.com
Value Proposition:
Bifrost Wealth is developing a tool to give wealth managers (WM) and assets managers (AM) the opportunity to digitalize and scale their businesses without having to develop the digital infrastructure themselves. The platform consists of three important activities:
• Find prospective clients (Marketing Tool) and onboard clients
• Match them to appropriate wealth managers (Matching Algorithm)
• Provides wealth managers with a trading platform to build model-portfolios
Through these features, the retail and mass affluent market to the wealth and assets managers is opened; taking away the burden of finding and onboarding the
clients. This is all done by processes automation which in turn allows managers to spend less time on time-consuming tasks and more time managing clients' wealth.
Customer Segments:
B2C: Retail and Mass Affluent Investors
B2B: Professionals – Wealth and Assets Managers
Market Traction:
Developing the MVP and plan to be able to launch it in the third quarter of 2019.
Funding Stage:
Seed
Funding & Investment to Date:
£0
Investment Sought:
£170,000
Visit Bifrost Wealth Limited Website
Visit us on the Fintech Scotland Website
DISCLAIMER
The purpose of this Investor Showcase is to provide information on the business described above. The Investor Showcase is not a prospectus and does not constitute or form any offer or invitation to subscribe for, underwrite, or purchase securities, nor shall the Investor Showcase or any part of it form the basis of, or be relied upon in connection with, any contract relating to any securities unless expressly included hereafter.
WARNING
The content of this Investor Showcase has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this Investor Showcase for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested
Bifrost Wealth Limited
Team:
Dino Ubatuba, CEO; Viktor Torstenius, COO; Antreas Pogiatzis, CTO; Lorenzo Berg, CFO; Zoe Balek, Business Developer; Martina Lofqvist, Software Developer
Web:
www.bifrostwealth.com
Value Proposition:
Bifrost Wealth is developing a tool to give wealth managers (WM) and assets managers (AM) the opportunity to digitalize and scale their businesses without having to develop the digital infrastructure themselves. The platform consists of three important activities:
• Find prospective clients (Marketing Tool) and onboard clients
• Match them to appropriate wealth managers (Matching Algorithm)
• Provides wealth managers with a trading platform to build model-portfolios
Through these features, the retail and mass affluent market to the wealth and assets managers is opened; taking away the burden of finding and onboarding the
clients. This is all done by processes automation which in turn allows managers to spend less time on time-consuming tasks and more time managing clients' wealth.
Customer Segments:
B2C: Retail and Mass Affluent Investors
B2B: Professionals – Wealth and Assets Managers
Market Traction:
Developing the MVP and plan to be able to launch it in the third quarter of 2019.
Funding Stage:
Seed
Funding & Investment to Date:
£0
Investment Sought:
£170,000
Visit Bifrost Wealth Limited Website
Visit us on the Fintech Scotland Website
DISCLAIMER
The purpose of this Investor Showcase is to provide information on the business described above. The Investor Showcase is not a prospectus and does not constitute or form any offer or invitation to subscribe for, underwrite, or purchase securities, nor shall the Investor Showcase or any part of it form the basis of, or be relied upon in connection with, any contract relating to any securities unless expressly included hereafter.
WARNING
The content of this Investor Showcase has not been approved by an authorised person within the meaning of the Financial Services and Markets Act 2000. Reliance on this Investor Showcase for the purpose of engaging in any investment activity may expose an individual to a significant risk of losing all of the property or other assets invested
