Rosecut

About Rosecut

The startup operates a financial platform that utilizes artificial intelligence to optimize investment strategies crafted by private banking experts. By providing tailored guidance and active investment management, the platform enhances clients' ability to generate long-term wealth and manage risks effectively.

```xml <problem> Traditional wealth management services often lack personalization and accessibility, particularly for individuals who are not ultra-high-net-worth. Robo-advisors offer a more accessible alternative, but frequently lack the personal advice and international expertise needed to navigate complex financial situations, especially for those with cross-border financial needs. </problem> <solution> Rosecut provides a financial planning and investment platform that combines expert knowledge with AI-driven automation to deliver personalized financial freedom plans and investment strategies. The platform offers a single overview of a user's financial well-being, including net worth and investments, alongside tools to monitor savings ratios and progress toward financial goals. Users can access impartial advice from qualified financial advisors and have their investments managed through globally diversified portfolios constructed using cost-effective ETFs. Rosecut aims to provide a private bank experience without the jargon or high fees, offering a multi-custody platform suitable for both UK residents and international clients. </solution> <features> - AI-powered financial planning tools to assess timelines and create personalized financial freedom plans. - Access to qualified financial advisors for impartial advice and guidance. - Managed portfolio of diversified investments using low-cost ETFs. - Multi-custody platform supporting various account types, including Stocks & Shares ISA, SIPP, and General Investment Accounts. - Support for both GBP and USD currency denominations. - Digital dashboard to track net worth, investments, and financial wellness score. - Fast and free transfers of existing ISA plans and pension schemes. - Compliance with financial regulations and multiple layers of security to protect user data. </features> <target_audience> Rosecut targets individuals seeking personalized financial planning and investment management, including those who are not yet ultra-high-net-worth, as well as internationally mobile individuals with cross-border financial needs. </target_audience> <revenue_model> Rosecut generates revenue through a management fee of 0.60% of assets under management, in addition to custody (0.20%) and trading costs (0.20%), totaling 1.00% annually, excluding VAT. </revenue_model> ```

What does Rosecut do?

The startup operates a financial platform that utilizes artificial intelligence to optimize investment strategies crafted by private banking experts. By providing tailored guidance and active investment management, the platform enhances clients' ability to generate long-term wealth and manage risks effectively.

Where is Rosecut located?

Rosecut is based in London, United Kingdom.

When was Rosecut founded?

Rosecut was founded in 2018.

How much funding has Rosecut raised?

Rosecut has raised 102816.

Location
London, United Kingdom
Founded
2018
Funding
102816
Employees
3 employees
Major Investors
Entrepreneur First, Mandeep Singh, InReach Ventures, Pretiosum Ventures, QVentures

Find Investable Startups and Competitors

Search thousands of startups using natural language

Rosecut

⚠️ AI-generated overview based on web search data – may contain errors, please verify information yourself! You can claim this account with your email domain to make edits.

Executive Summary

The startup operates a financial platform that utilizes artificial intelligence to optimize investment strategies crafted by private banking experts. By providing tailored guidance and active investment management, the platform enhances clients' ability to generate long-term wealth and manage risks effectively.

rosecut.com1K+
cb
Crunchbase
Founded 2018London, United Kingdom

Funding

$

Estimated Funding

$100K+

Major Investors

Entrepreneur First, Mandeep Singh, InReach Ventures, Pretiosum Ventures, QVentures

Team (<5)

No team information available.

Company Description

Problem

Traditional wealth management services often lack personalization and accessibility, particularly for individuals who are not ultra-high-net-worth. Robo-advisors offer a more accessible alternative, but frequently lack the personal advice and international expertise needed to navigate complex financial situations, especially for those with cross-border financial needs.

Solution

Rosecut provides a financial planning and investment platform that combines expert knowledge with AI-driven automation to deliver personalized financial freedom plans and investment strategies. The platform offers a single overview of a user's financial well-being, including net worth and investments, alongside tools to monitor savings ratios and progress toward financial goals. Users can access impartial advice from qualified financial advisors and have their investments managed through globally diversified portfolios constructed using cost-effective ETFs. Rosecut aims to provide a private bank experience without the jargon or high fees, offering a multi-custody platform suitable for both UK residents and international clients.

Features

AI-powered financial planning tools to assess timelines and create personalized financial freedom plans.

Access to qualified financial advisors for impartial advice and guidance.

Managed portfolio of diversified investments using low-cost ETFs.

Multi-custody platform supporting various account types, including Stocks & Shares ISA, SIPP, and General Investment Accounts.

Support for both GBP and USD currency denominations.

Digital dashboard to track net worth, investments, and financial wellness score.

Fast and free transfers of existing ISA plans and pension schemes.

Compliance with financial regulations and multiple layers of security to protect user data.

Target Audience

Rosecut targets individuals seeking personalized financial planning and investment management, including those who are not yet ultra-high-net-worth, as well as internationally mobile individuals with cross-border financial needs.

Revenue Model

Rosecut generates revenue through a management fee of 0.60% of assets under management, in addition to custody (0.20%) and trading costs (0.20%), totaling 1.00% annually, excluding VAT.

Want to add first party data to your startup here or get your entry removed? You can edit it yourself by logging in with your company domain.