The mission of One Wealth Place is to support the digital transformation of private banks. Digitizing can improve the customer experience, increase the effectiveness of the advisor, mitigate the risks of non-compliance and create new business models.
OneWealthPlace aims to combine a talented and experienced team, by proposing new models of wealth management and asset management and by using highly innovative technologies such as Machine Learning, AI, Digital and BlockChain.
We offer disruptive digital solutions that enable banks to succeed in their digital strategies and give their clients the opportunity to take an active role in managing their wealth. We are the strategic partners of our customers in the digital transformation of their business, processes and tools.
The OneWealthPlace team is comprised of experts in wealth management, asset management, market finance and financialsoftware .
Our global presence allows us to listen to the market and collect best practices in the United States, the United Kingdom and France.
The financial management industry is changing. We analyzed the issues and expectations of advisors and their clients to define the best solution and support banks in their digital transformation.
Our solutions focus on current issues with a vision for the next 5 to 10 years, bringing with them know-how, real experiences and innovative ideas.