Demo Day For Partners & Sponsors - Wealth Management

At this Demo Day we focus on wealth management startups and future opportunities.

We have invited our corporate partners and sponsors and our VC Connect Partners to a pitch session with promising startups within the wealth management space.

Descriptions of participating start-ups (more to come):

Mylo.ai (Canada)

Mylo was created with the social mission of helping Canadians achieve their financial goals. We make saving and investing accessible to everyone.

It starts with roundups, but micro-saving is just the beginning. Mylo uses machine learning in conjunction with financial and transactional data to make personalized recommendations that help our users make smart decisions with their money.

NORD.investments (Denmark)

NORD.investments is a smart modern way to invest. A wealth management solution – just smarter, modern and for everyone. With index funds and digitalization of the whole value chain, we have made it easy and simple for the retail investor to get set up with a low-cost wealth management solution. Together with our partnerbank, we take pride in being a trusted fiduciary, aiming to deliver a superior customer and investment experience.

Blueopes (Hungary)

Blueopes (www.blueopes.com) is a digital wealth management platform, focusing on socially responsible investing, we have an enterprise Software-as-a-Service (SaaS) offering, that we are looking to turn into a scalable, turn-key SaaS enabled marketplace w/ focus on Europe (see the slides for more details). Our company was awarded by the Central European Startup Awards, as the Best Fintech in the country. Our main investor is MKB Bank (one of Hungary’s biggest financial institutions), invested 200k EUR in a pre-seed funding round.

Penstable (Denmark)
Penstable is a Danish startup specializing in sustainable investments in the pension space. We are building a robo-advisor for pension savings exclusively based on sustainable and responsible investments, and a digital platform that allows users to track financial aspects of their pension savings, as well as the positive environmental impact that their pension savings can have.

Tobi (Denmark)

Tobi helps parents invest their children’s long term savings ensuring that they can get a good financial start in life. We do this by building a digital investment advisor that takes the hassle out of getting started for parents and is independent of the parents’ existing bank relationship. In this way, we tap into cash gifts at birthdays, Christmas and other occasions as well as advance inheritance from both parents and grandparents.

Metoa (Denmark)

Purpose matters. Metoa helps people make a difference while their savings grow. The digital platform guides them, tailors an investment to the customer’s personal beliefs, and tells about the difference they make, for instance within green energy, innovative healthcare and entrepreneurs in developing countries.

Kristal.ai (Singapore)

With Kristal.AI you will enter a new era of wealth management. By the use of cutting edge technology and Artificial Intelligence we make investments possible for everyone. Our award winning AI-powered asset management platform offers easy access to investment strategies, called Kristals, known for delivering consistent returns with 90% of them beating benchmarks. Our advisors together with the algorithm continuously monitor our clients’ accounts to ensure they are steadily moving towards the individual client’s financial goals.

Kvasir Capital (Denmark)

Kvasir Capital is a high performing AI based quantitative hedge-fund platform. Over the course of the last three and half years we have built and operated our own machine learning model and platform and we have deployed it live already to financial markets and assets with a diversified and orthogonal investment strategy. Currently trading long/short equities and futures/VIX but with an intent to expand the platform to other asset classes and markets. Our algorithms are driven by underlying economic reasoning and our machine learning and AI strategies find and leverage the signals in the market, e.g. supply and demand imbalance, a mixture of technical and fundamental drivers of stock price or a structural mispricing between an index ETF and its constituent stocks. The founders and tech team are based in Copenhagen and London.

Limitless (UK)

Limitless is an award-winning, micro-savings/investing app targeted at Millennials and licensed to banks and insurers. The company was featured by CB Insights, FT and others. It’s a PSD2 app that lets the user save and invest automatically every time they spend money with any of their cards. We help our users to build their safety net, save money for short-term goals and invest long term. Financial institutions benefit from acquisition and retention, cross selling and monetising data. https://limitless.app/

AlgoStrata

AlgoStrata is a user friendly asset allocation platform for asset managers, robo advisors and investment analysts. It allows generating multi layer asset allocation strategies in a matter of minutes, as well as benchmarking and testing them. The strategies can be saved and run for example for paper trading or actual trading on a trading platform. They can also be packaged as mutual funds to enable access to advanced portfolios for small investors. The platform offers 3 main services: 1- A user-friendly screening tool, 2- A customizable libraray of AI and optimization algorithms and 3- A testing and reporting module.

Stay tuned for more info!