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Disrupting how wealth management is done

Disrupting how wealth management is done

We offer a Wealth Management digital platform that allows our clients to buy almost every mutual fund currently offered.

We delete conflict of interest with our clients by giving them back all the fees the fund companies give us for distributing their products and we bill our clients a flat fee. We only distribute third party products so we can focus on helping our clients taking the best decision when purchasing a product instead of convincing them to buy ours.

With this clean relationship we focus on developing technology to give the best service and tools to help our clients take the best decisions over the longest product catalog currently offered maximising their portfolio performances always maintaining a great user experience.
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Founder and CEO at Bonsai Capital Software development background at million venture backed companies @Fever, @Cabify
Funded over

1 round

Latest round

Seed (Apr 2018)