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WealhTech

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WealthTech is a neobanking platform catering to the needs of Ultra High Net-Worth Individuals with complex, cross-border affairs. It offers tailored treasury solutions for payments, foreign exchange, and account management with tools that automate the full cycle of money movement. The platform supports clients through compliance and operating teams and has two existing apps.

Problem solved:

Ultra High Net-Worth Individuals (UHNWI) are internationally mobile with complex, cross-border affairs. Their lifestyle involves high-balance and international payments.
Private and retail bank’s risk tolerance approaches do not match with UHNWI’s payment activities. Banking solutions are limited

Solution description:

WealthTech categorizes UHNWI asset allocation into Financial, Emotional, and Lifestyle categories, and secures liquidity fluidity through them while complying with regulations. They offer a single treasury solution for cards, payments, foreign exchange, and account management, along with tools that automate the full cycle of money movement through various applications and APIs.

Differentiation:

WealthTech’s digital development is future proof and based on real clients’ use case.
The digital ecosystem is supported by the family office behind WealthTech that feeds business intelligence and support. The ecosystem already has a suite of 2 apps: https://neobank.services; https://3acircle.com.

Targeted markets:

Our aim is to become the first private neobank in the world. Our 1st market is the UHNWI segment from the EEA countries, then the US, and the Middle East. The UHNWI segment includes the beneficial owners as well as their companies, employees, crew…

Unique Selling Proposition (USP) of your solution:

WealthTech offers unique Private Treasury Services for UHWNI (individual an corporate), providing international, fast, and high-amount payment options. The concept combines “American Express Centurion” and Formula 1 Revolut experience.

Business model:

Neobank services: Licences & Royalties and data entry maintenance fees.
3A Circle: maintenance and transaction fees.

Expected Collaboration:

Visibility; Commercialization, Investments… anything that will help all the stakeholders to generate value

Evaluation

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Support

In case you have questions, please contact marine@blumorpho.com (+33 6 45 57 38 83)
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