OneWealthPlace

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.