Valspresso brings to market a new wealth management offering designed to address the needs of millions of investors – the Mass Affluent and Mass Market*
Today, the benefits of personalized, actively managed portfolios are typically available only to the affluent. Valspresso’s innovative automated money management platform disrupts this status quo. We empower advisors and advisor platforms to deliver the same advantages of personalized, actively managed portfolios directly to the mass affluent and the mass market—at less overhead than a hedge or mutual fund.
We bring to market an innovative automated money management platform that:
Delivers the benefits of personalized, actively managed portfolios directly to small to mid-sized clients—at lower cost overhead than a hedge or mutual fund.
Expand profit margins for advisor platforms and advisors.
We license our investment technology platform to and partner with advisor platforms, advisors and banks to deliver differentiated end-to-end automated money management solutions that lead to win-win for all parties:
Valspresso’s business model is designed to
bring together and deliver the value of hedge
fund, robo, and financial advisor directly to
millions of investors – small and mid-size
- Value of Hedge Fund – Skills in
delivering higher risk-adjusted returns
- Value of Robo – Automation and low cost
- Value of Advisor – Personalized advice that helps clients achieve their wealth goals
Valspresso is creating a new market space for advisers and advisor platforms which will ultimately benefit clients.
Our investment technology platform
Automates the entire investment
process—from analysis to portfolio
construction to trade execution— with a
clear objective: reduce investment risk
and improve returns.