WeAdvise

• Finconomy AG establishes new operating unit ‚Digital Advisory‘ consolidating its solutions into a platform for hybrid investment advice

  03.12.2020 // Finconomy AG has consolidated ist ventures fundsaccess AG and WeAdvise AG into one entity that will represent the new business segment ‘Digital Advisory’. By combining the two entities, the management teams of both ventures plan to create the leading tech provider for independent investment advice. Fundsaccess, the market-leading SaaS provider in the IFA segment, has so far been focused on onsite advisory solutions. WeAdvise has established a state-of-the-art white-label solution for digital wealth management, which is currently employed by over a dozen wealth managers and advisory firms. [...]

• Assets on WeAdvise digital wealth management platform exceed 200 million euros

  03.09.2019 // Independent wealth managers and financial advisory firms manage more than 200 million euros of client assets on WeAdvise, a platform for digital wealth management. WeAdvise further positions itself as digital platform for indepedent wealth and asset managers. [...]

• Private banker Andreas Brodtmann joins WeAdvise supervisory board

  03.07.2019 // WeAdvise, the Munich-based white label provider for digital wealth management adds Andreas Brodtmann, a seasoned industry expert, as a member of its supervisory board. [...]

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