The people behind WealthPoint
The people behind WealthPoint
WealthPoint is an independent Swiss company. We build one thing: a clear, consolidated view of private wealth, for the people who own it and the professionals who look after it.
WealthPoint is an independent Swiss company. We build one thing: a clear, consolidated view of private wealth, for the people who own it and the professionals who look after it.
WHAT WE STAND FOR
WHAT WE STAND FOR
Independent by design, precise by nature. We believe wealth deserves clarity, discretion and technology built around the people who own it.
Independent by design, precise by nature. We believe wealth deserves clarity, discretion and technology built around the people who own it.
Independent by design, precise by nature. We believe wealth deserves clarity, discretion and technology built around the people who own it.
A Swiss foundation,
on a recognised standard.
A Swiss foundation,
on a recognised standard.
WealthPoint is a Swiss company. Your data is encrypted and hosted entirely in Switzerland, and every bank connection is read-only. We are a member of the OpenWealth association, the Swiss open standard that banks themselves support, and our software is certified Swiss Made Software. Your data stays secure, within a clear and recognised framework.
WealthPoint is a Swiss company. Your data is encrypted and hosted entirely in Switzerland, and every bank connection is read-only. We are a member of the OpenWealth association, the Swiss open standard that banks themselves support, and our software is certified Swiss Made Software. Your data stays secure, within a clear and recognised framework.
Founding team
Founding team
The people behind WealthPoint.
The people behind WealthPoint.
We stay deliberately focused and hands-on. It allows us to move quickly, work closely with our clients, maintain a high standard across everything we do.
We stay deliberately focused and hands-on. It allows us to move quickly, work closely with our clients, maintain a high standard across everything we do.
Partner - Growth & Business Development
Partner - Growth & Business Development
Partner - Strategy, Product & Operations
Partner - Strategy, Product & Operations
Partner - Quantitative Solutions
Partner - Quantitative Solutions
ADVISORY BOARD
ADVISORY BOARD
Experience that strengthens our perspective.
Experience that strengthens our perspective.
Our Advisory Board brings together experienced leaders across finance, technology and entrepreneurship. Their expertise helps us challenge our thinking, refine our strategy and build WealthPoint with a long-term perspective.
Our Advisory Board brings together experienced leaders across finance, technology and entrepreneurship. Their expertise helps us challenge our thinking, refine our strategy and build WealthPoint with a long-term perspective.
Your questions.
Answered.
How it works, who it is for, and what happens to your data.
Didn’t find your answer?
Send us a message, we’ll respond with care and clarity.
Who is WealthPoint for?
WealthPoint is built for individuals and families whose wealth spans several banks, holdings and structures, and for the advisors and family offices who support them. If your financial picture has grown faster than your ability to see it whole, this is for you.
Who is WealthPoint for?
WealthPoint is built for individuals and families whose wealth spans several banks, holdings and structures, and for the advisors and family offices who support them. If your financial picture has grown faster than your ability to see it whole, this is for you.
What does WealthPoint actually do?
What does WealthPoint actually do?
It brings every account, asset and liability you hold, across all your banks and brokers, into one clear and structured view. Liquid and private holdings sit side by side, so you can read your whole wealth at a glance and decide with confidence.
What can I see once everything is connected?
What can I see once everything is connected?
Your total wealth in one place: balances, allocation, performance, costs, and how each part is held and will pass on. Clear reports turn complex data into something you can actually read, and share with your advisors when you choose.
How do the connections work?
How do the connections work?
You securely link your bank, broker and custody accounts once. From there, your balances and movements stay up to date on their own, with nothing to enter by hand. Anything that cannot be connected, such as a property or a private holding, is added manually and kept alongside the rest.
Can WealthPoint move money or trade on my accounts?
Can WealthPoint move money or trade on my accounts?
No. Connections are read-only by design. WealthPoint can see your positions to build your view, but it has no permission to move money, place orders or make any change on your accounts. Ever.
Who can access my data?
Who can access my data?
You, and only the people you choose. Your data is encrypted, and you decide if and when an advisor or a family member sees part of your view. We never sell your data, and we never share it without your explicit consent.
How is my data protected?
How is my data protected?
Your information is encrypted end to end, computed and hosted entirely in Switzerland, and accessed only at your request. WealthPoint is also a member of the OpenWealth association, the Swiss standard for sharing wealth data securely between banks and trusted providers.
Your questions.
Answered.
How it works, who it is for, and what happens to your data.
Didn’t find your answer?
Send us a message, we’ll respond with care and clarity.
Who is WealthPoint for?
WealthPoint is built for individuals and families whose wealth spans several banks, holdings and structures, and for the advisors and family offices who support them. If your financial picture has grown faster than your ability to see it whole, this is for you.
Who is WealthPoint for?
WealthPoint is built for individuals and families whose wealth spans several banks, holdings and structures, and for the advisors and family offices who support them. If your financial picture has grown faster than your ability to see it whole, this is for you.
What does WealthPoint actually do?
What does WealthPoint actually do?
It brings every account, asset and liability you hold, across all your banks and brokers, into one clear and structured view. Liquid and private holdings sit side by side, so you can read your whole wealth at a glance and decide with confidence.
What can I see once everything is connected?
What can I see once everything is connected?
Your total wealth in one place: balances, allocation, performance, costs, and how each part is held and will pass on. Clear reports turn complex data into something you can actually read, and share with your advisors when you choose.
How do the connections work?
How do the connections work?
You securely link your bank, broker and custody accounts once. From there, your balances and movements stay up to date on their own, with nothing to enter by hand. Anything that cannot be connected, such as a property or a private holding, is added manually and kept alongside the rest.
Can WealthPoint move money or trade on my accounts?
Can WealthPoint move money or trade on my accounts?
No. Connections are read-only by design. WealthPoint can see your positions to build your view, but it has no permission to move money, place orders or make any change on your accounts. Ever.
Who can access my data?
Who can access my data?
You, and only the people you choose. Your data is encrypted, and you decide if and when an advisor or a family member sees part of your view. We never sell your data, and we never share it without your explicit consent.
How is my data protected?
How is my data protected?
Your information is encrypted end to end, computed and hosted entirely in Switzerland, and accessed only at your request. WealthPoint is also a member of the OpenWealth association, the Swiss standard for sharing wealth data securely between banks and trusted providers.
Your questions.
Answered.
How it works, who it is for, and what happens to your data.
Who is WealthPoint for?
WealthPoint is built for individuals and families whose wealth spans several banks, holdings and structures, and for the advisors and family offices who support them. If your financial picture has grown faster than your ability to see it whole, this is for you.
Who is WealthPoint for?
WealthPoint is built for individuals and families whose wealth spans several banks, holdings and structures, and for the advisors and family offices who support them. If your financial picture has grown faster than your ability to see it whole, this is for you.
What does WealthPoint actually do?
What does WealthPoint actually do?
It brings every account, asset and liability you hold, across all your banks and brokers, into one clear and structured view. Liquid and private holdings sit side by side, so you can read your whole wealth at a glance and decide with confidence.
What can I see once everything is connected?
What can I see once everything is connected?
Your total wealth in one place: balances, allocation, performance, costs, and how each part is held and will pass on. Clear reports turn complex data into something you can actually read, and share with your advisors when you choose.
How do the connections work?
How do the connections work?
You securely link your bank, broker and custody accounts once. From there, your balances and movements stay up to date on their own, with nothing to enter by hand. Anything that cannot be connected, such as a property or a private holding, is added manually and kept alongside the rest.
Can WealthPoint move money or trade on my accounts?
Can WealthPoint move money or trade on my accounts?
No. Connections are read-only by design. WealthPoint can see your positions to build your view, but it has no permission to move money, place orders or make any change on your accounts. Ever.
Who can access my data?
Who can access my data?
You, and only the people you choose. Your data is encrypted, and you decide if and when an advisor or a family member sees part of your view. We never sell your data, and we never share it without your explicit consent.
How is my data protected?
How is my data protected?
Your information is encrypted end to end, computed and hosted entirely in Switzerland, and accessed only at your request. WealthPoint is also a member of the OpenWealth association, the Swiss standard for sharing wealth data securely between banks and trusted providers.
Didn’t find your answer?
Send us a message, we’ll respond with care and clarity.