WealthTech is an early stage B2B digital finance company delivering personalized algorithmic financial advice through partnerships with global financial institutions. Our mission is to make sound financial advice accessible and useful for everyone regardless of their level of investable assets. We help our partners codify, deliver and scale the best practices in advisory principles, differentiate their businesses and pass on significant advancements in financial technology and AI to their clients across the entire wealth spectrum.
Wealth Technologies Inc. was acquired by MoneyLion in 2020.
Smart Equity is an innovative player in Corporate Development, crossing our perspectives of entrepreneurs, financial advisors and investors. Our projects split in either advisory assignments or investment opportunities
We most often advise M&A transactions (small and lower-end mid cap transactions) and Fund raising.
We also offer consulting services in strategic development (business modelling, market entry strategies…).
Also, we invest in innovative / original projects with a balanced portfolio including venture capital and growth equity investments and a keen interest in impact investing.
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