Betterplan Advisors is an online wealth management platform that connects users with independent financial advisors to create personalized investment portfolios based on individual financial goals. By analyzing a wide range of investment funds and utilizing a transparent fee structure, the platform helps clients maximize returns while minimizing risks, starting with a minimum investment of 10 million.
Funding
$2.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals lack access to personalized financial advice due to the high costs and conflicts of interest associated with traditional wealth management services. Existing platforms often push proprietary products, limiting access to a diverse range of investment options tailored to individual goals.
Solution
Betterplan Advisors is a wealth management platform that connects users with certified financial advisors to create customized investment portfolios based on individual financial goals. The platform analyzes a wide range of ETFs and funds, providing access to both national and international markets. Betterplan offers independent advice, ensuring recommendations are aligned with the client's best interests, not influenced by proprietary products. Clients can access advisors via video call and receive personalized portfolio recommendations and planning, with options for savings accounts, US investments, alternative assets, and customizable portfolios.
Target Audience
Betterplan's primary customers are individuals seeking personalized financial advice and wealth management services, ranging from those just starting to invest to high-net-worth individuals seeking comprehensive wealth management solutions.
Features
- Access to certified financial advisors via video call for personalized advice.
- Customized portfolio recommendations and financial planning tailored to individual goals.
- Access to a wide range of investment options, including national and international ETFs and funds.
- Options for savings accounts in local currency or USD, US investments, and alternative assets.
- Customizable portfolios allowing users to choose from various asset classes.
- Fee structure of 1% annually + VAT for digital and personal advisory segments.
- Access to investment opportunities in alternative assets globally.
- Option for sustainable portfolios investing in companies with favorable environmental, social, and governance practices.