Valspresso’s business model brings together and delivers the value of hedge fund, robo, and financial advisor directly to millions of investors – small and mid-size clients.
- 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.
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 lower cost 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:
- Advisor Platforms
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.