{"id":67322,"date":"2020-12-08T16:03:18","date_gmt":"2020-12-08T15:03:18","guid":{"rendered":"https:\/\/cms.stage.munich-startup.gmbh\/?p=67322"},"modified":"2020-12-08T15:48:08","modified_gmt":"2020-12-08T14:48:08","slug":"weadvise-und-fundsaccess-fusionieren","status":"publish","type":"post","link":"https:\/\/cms.stage.munich-startup.gmbh\/en\/67322\/weadvise-und-fundsaccess-fusionieren\/","title":{"rendered":"WeAdvise und Fundsaccess fusionieren"},"content":{"rendered":"
\n

Das Startup WeAdvise ist ein ausschlie\u00dflich auf das B2B-Gesch\u00e4ft fokussierter Anbieter von Robo-Advisory-Technologie<\/a>. Das M\u00fcnchner Unternehmen bietet mit seiner White-Label-Technologie f\u00fcr die digitale Verm\u00f6gensverwaltung sowohl Finanzdienstleistern als auch Non-Banks die M\u00f6glichkeit, sich neue Ertragsquellen zu erschlie\u00dfen und Bestandsgesch\u00e4ft zu verwalten. Zu den Investoren in das Jungunternehmen z\u00e4hlen unter anderem unabh\u00e4ngige Verm\u00f6gensverwalter wie Consulting Team, Nowinta und R&M. Diese wollen auch die Technologie des Startups f\u00fcr ihr eigenes Digitalgesch\u00e4ft nutzen. Dar\u00fcber hinaus hat sich mit Arts Asset Management, ein Tochterunternehmen von C-Quadrat, auch der gr\u00f6\u00dfte bankenunabh\u00e4ngige Verm\u00f6gensverwalter \u00d6sterreichs an dem M\u00fcnchner Startup beteiligt.<\/p>\n\n\n\n

Das M\u00fcnchner Unternehmen Fundsaccess<\/a> hat sich wiederum auf Technologien f\u00fcr hybride Verm\u00f6gensberatung am Point-of-Sales spezialisiert. Banken, Versicherungen und Vertriebe k\u00f6nnen mit L\u00f6sungen von Fundsaccess das finanzielle Leben ihrer Kunden entlang des gesamten Beratungsprozesses rechtskonform darstellen und betreuen.<\/p>\n\n\n\n

F\u00fchrender Anbieter f\u00fcr die digitale und hybride Investmentberatung<\/h2>\n\n\n\n

Durch die Kombination beider Startups soll nun der f\u00fchrende Anbieter f\u00fcr die digitale und hybride Investmentberatung entstehen. In der hybriden Beratung wechseln AnlegerInnen nahtlos von digitalen Self-Service-Angeboten zur pers\u00f6nlichen Betreuung durch einen Berater. Fundsaccess erwirtschaftet nach der Verschmelzung mit WeAdvise laut Unternehmensangaben einen Jahresumsatz von \u00fcber 6 Millionen Euro und ist profitabel. Zu den \u00fcber 50 gemeinsamen Bestandskunden z\u00e4hlen etablierte Finanzdienstleister wie AXA, Gothaer, Swiss Life Select und die JDC Group. Auf der kombinierten Plattform werden laut eigenen Angaben mehr als 1,3 Millionen Konten und Depots bzw. \u00fcber 62 Milliarden Euro Kundenverm\u00f6gen von gut 20.000 Beratern verwaltet. Die bestehenden Teams, mit knapp 50 Mitarbeitern an den beiden Standorten M\u00fcnchen und Kiel, sollen erhalten bleiben.<\/p>\n\n\n\n

\u201eMit der B\u00fcndelung unserer Kr\u00e4fte im Segment Digital Advisory st\u00e4rken wir uns f\u00fcr die Zukunft, die von digitalen und hybriden Beratungsmodellen gepr\u00e4gt sein wird\u201c,<\/p><\/blockquote>\n\n\n\n

so Reinhard Tahedl<\/strong>, CEO von Finconomy<\/a>. Und weiter:<\/p>\n\n\n\n

\u201eDie Kombination beider L\u00f6sungen wird unseren B2B-Partnern die M\u00f6glichkeit er\u00f6ffnen, unabh\u00e4ngig von der Nutzung der Vertriebskan\u00e4le ihre Wealth-Management-Leistungen \u00fcber eine Technologieplattform zu erbringen.\u201c<\/p><\/blockquote>\n<\/div>","protected":false},"excerpt":{"rendered":"

Der M\u00fcnchner Company Builder Finconomy f\u00fchrt seine Unternehmen WeAdvise und Fundsaccess zusammen. In der neuen Gesellschaft sollen alle Aktivit\u00e4ten f\u00fcr digitale Wealth-Management-L\u00f6sungen geb\u00fcndelt werden.<\/p>","protected":false},"author":33,"featured_media":67323,"comment_status":"closed","ping_status":"closed","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[5129,1],"tags":[2886,162,1691,3410],"class_list":["post-67322","post","type-post","status-publish","format-standard","has-post-thumbnail","hentry","category-deals","category-news","tag-finconomy","tag-fintech","tag-fusion","tag-weadvise"],"acf":[],"yoast_head":"\nWeAdvise und Fundsaccess fusionieren - Munich Startup<\/title>\n<meta name=\"description\" content=\"Finconomy f\u00fchrt alle Aktivit\u00e4ten f\u00fcr Digital Wealth Management seiner Unternehmen WeAdvise und Fundsaccess in einer Gesellschaft zusammen.\" \/>\n<meta name=\"robots\" content=\"index, follow, max-snippet:-1, max-image-preview:large, max-video-preview:-1\" \/>\n<link rel=\"canonical\" href=\"https:\/\/cms.stage.munich-startup.gmbh\/en\/67322\/weadvise-und-fundsaccess-fusionieren\/\" \/>\n<meta property=\"og:locale\" content=\"en_US\" \/>\n<meta property=\"og:type\" content=\"article\" \/>\n<meta property=\"og:title\" content=\"WeAdvise und Fundsaccess fusionieren - 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