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About FinaMaze

FinaMaze, a multi-award-winning AI WealthTech in operation since 2020, empowers financial institutions with cutting-edge technology to deliver smarter, personalized, goal-oriented investment portfolios to their clients while enhancing operational efficiency. The FinaMaze white-label B2B2C Platform Our platform, available as SaaS or on-premise, gives end investors UX/UI optimized access on both mobile and web. FinaMaze leverages AI precision and human expertise to create tailored portfolios for each client, even for smaller investments. This approach makes personalized investing more accessible, expanding the client base and boosting market share. Key Features of Our Modular Solution Our modular solution includes a range of features to optimize wealth management: 1- Onboarding: eKYC and behavior-based risk profiling, with up to 4,000 distinct risk profiles. 2- Personalized Micro-Portfolios: Automatically create individualized portfolios, with dynamic rebalancing and built-in risk controls, tailored to each investor's needs. 3- Goal-Based Financial Planning: Ensure investments align with both risk profiles and specific financial objectives. 4- Supervised Management: Align with guidelines from the financial institution’s Investment Committee, which can be differentiated across different clients' categories. 5- Access to Public and Private Markets: Invest in a wide range of asset classes, including stocks, ETFs, bonds, private equity, venture capital, structured notes, and IPOs, with automated capital calls and secondary market auctions. 6- Predictive Portfolio Simulations: Provide customizable simulations for Portfolio Managers, Advisors, and Clients. 7- Independent Trading Module: Full trading capabilities in line with global standards. 8- Operational Efficiency: Automate transaction aggregation, execution, reconciliation, and back-office processes to streamline workflows and reduce costs.

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