Goal-based wealth planning solution providing investment advice

3rd-eyes AG

Incorporated

15.11.2015

Headquarters

Zuerich

Support

3rd-eyes is a Zurich based financial technology company founded in 2015 that offers digital wealth planning solutions to banks, investment advisors and other software companies in Europe in a fully customisable and highly flexible way.

The 3rd-eyes goal-based wealth planning solution provides investment advice based on the client’s financial goals, personal values as sustainability and beliefs. Our solution is fully compliant with regulatory frameworks such as MIFID II.

3rd-eyes targets the growing market (EUR 11.3 trillion wealth in 2018E) of affluent and HNWI investors in Europe via a B2B strategy. More than 9’000 banks, insurance companies, Robo advisors, family offices and broker pools in Europe.