WeAdvise WeAdvise


Our mission

As an independent B2B provider our objective is to develop the leading technology platform for modern investments through the use of a straightforward, user-friendly customer interface.

We believe in a model of hybrid advice, i.e. a model that combines personal relations with digital tools.

fin|economy ecosystem

We are part of a fintech ecosystem ...

... with an outstanding track record ...

  • > 75 BN EUR

    in assets on fin|economy platforms
  • > 20,000

    connected financial advisors
  • > 1.3 million

    checking and securities accounts linked
  • > 150 million

    daily processed transactions

... and a strong client base

  • > 50

    B2B clients
Alte Leipziger
JDC Group


Get in touch with us!

To view the full range of capabilities available from our platform, please get in touch for a live-demo and individual advice.
Advice is straight-forward and non-binding.

Official partner of Verband unabhängiger Vermögensverwalter
2020 WealthTech 100

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