Dynamic Multi-Goal Based Investing per un servizio di consulenza guidato, personalizzato e scalabile.
MINDoverMONEY is a leading provider of innovative financial services, dedicated to transforming the wealth management landscape. With a focus on delivering personalized and scalable advisory services, MINDoverMONEY leverages cutting-edge technology to empower clients in achieving their financial goals.
Located at Corso Venezia, 54 in Milan, Lombardy, MINDoverMONEY is committed to providing a unique and engaging experience. Their Dynamic Goal-Based Portfolio Selection methodology, underpinned by a patented quantitative approach, ensures a tailored and effective investment strategy for each client. MINDoverMONEY’s holistic approach integrates both financial and insurance components, enabling a truly comprehensive and integrated model.
MINDoverMONEY is revolutionizing advisory service delivery through a client-centric approach, emotionally engaging clients and providing them with a clear financial purpose. The company's management is continuously working to enhance its services and provide even more value to its clients. We invite the manager of MINDoverMONEY to create a customized and exclusive company showcase and product listing on our platform.
MINDoverMONEY è un fornitore leader di servizi finanziari innovativi, dedicato a trasformare il panorama della gestione patrimoniale. Con un focus sulla fornitura di servizi di consulenza personalizzati e scalabili, MINDoverMONEY sfrutta tecnologie all'avanguardia per consentire ai clienti di raggiungere i propri obiettivi finanziari.
Situato in Corso Venezia, 54 a Milano, Lombardia, MINDoverMONEY si impegna a fornire un'esperienza unica e coinvolgente. La loro metodologia di selezione dinamica del portafoglio basata sugli obiettivi, supportata da un approccio quantitativo brevettato, garantisce una strategia di investimento su misura ed efficace per ogni cliente. L'approccio olistico di MINDoverMONEY integra sia le componenti finanziarie che assicurative, consentendo un modello veramente completo e integrato.
MINDoverMONEY sta rivoluzionando l'erogazione di servizi di consulenza attraverso un approccio incentrato sul cliente, coinvolgendo emotivamente i clienti e fornendo loro uno scopo finanziario chiaro. Il management dell'azienda è costantemente al lavoro per migliorare i propri servizi e fornire ancora più valore ai propri clienti. Invitiamo il responsabile di MINDoverMONEY a creare una vetrina aziendale e un elenco di prodotti personalizzati ed esclusivi sulla nostra piattaforma.
Compare MINDoverMONEY with 3 companies in Financial-Services
| Comparison Field |
MINDoverMONEYMain Company |
InsurifyView Profile |
Geneva FinTech & Sus...View Profile |
Estateguru.coView Profile |
|---|---|---|---|---|
|
Founded Year
|
— | 2013 | 2016 | 2013 |
|
Company Size
|
— | 51-200 | 2-10 | 51-200 |
|
City
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Milan, Lombardy | Cambridge, Massachusetts | Geneva, Geneva | Kesklinna linnaosa, Harju County |
|
Country
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Italy | United States | Switzerland | |
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Skills & Keywords
Comparing with main company
|
14 Total Skills
Wealth Management
FinTech
Investment Advisory
Insurance
Financial Planning
Portfolio Management
Robo Advisory
wealth management
insuretech
fintech
insurance
robo advisory
wealthtech
investments
|
9 Total
9 Unique
Unique Skills:
artificial intelligence
car insurance
chatbots
comparison shopping
customer acquisition
home insurance
+3
|
21 Total
21 Unique
Unique Skills:
advisory
asset management
banking
Blockchain
business model canvas
compliance
+15
|
10 Total
10 Unique
Unique Skills:
alternative finance
asset management
crowdlending
finance
investing
lending
+4
|
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