This startup provides digital wealth management services that combine investment expertise with technology to offer discretionary management and access to private equity, real estate, and venture capital funds. By lowering traditional cost barriers and minimum investment requirements, it enables affluent clients to access diversified investment opportunities more affordably.
Funding
$156.3M 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
Traditional wealth management services often have high cost barriers and minimum investment requirements, limiting access to diversified investment opportunities for affluent clients. This restricts their ability to invest in private equity, real estate, and venture capital funds, which have historically been available only to very large fortunes.
Solution
This startup offers a digital wealth management platform that combines investment expertise with technology to provide affluent clients access to a range of investment opportunities, including private equity, venture capital, and real estate, previously reserved for institutional investors. By lowering minimum investment thresholds and leveraging technology, the platform enables clients to build diversified portfolios tailored to their financial goals. The platform offers both automated portfolio management and access to financial advisors, providing a hybrid approach to wealth management. Clients can choose from various investment strategies, including capital market portfolios, private equity portfolios, and venture capital portfolios, to achieve their desired risk-return profile.
Target Audience
The primary target audience consists of affluent individuals seeking diversified investment opportunities and professional wealth management services with lower cost barriers and minimum investment requirements than traditional private banks.
Features
- Access to diverse asset classes, including private equity, venture capital, and real estate, with lower minimum investment amounts.
- Automated portfolio construction and rebalancing based on individual risk tolerance and investment goals.
- Access to financial advisors via phone, chat, or video call for personalized guidance.
- Digital platform for monitoring portfolio performance and managing investments.
- Investment strategies include LIQID Income (money market), LIQID Global, LIQID Global Future, LIQID Select (capital market), LIQID Private Equity NXT, LIQID Private Equity PRO and LIQID Venture PRO.
- Partnership with established financial institutions to ensure security and expertise.