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Robo-Advisor for sale
With trackable history, clients and assets under management
We are pleased to offer you a Swiss asset (portfolio) management company, Robo-Advisor. It is a great option, especially for those who are interested to get a fully established business with the minimum time and effort.
- Counsel
March 17, 2022 | Special offer
Company details:
Domicile - Zurich, Switzerland.
Legal structure - AG, no subsidiaries;
Incorporation year - 2015;
Paid-in share capital - CHF150'000;
Regulatory status -VQF SRO approved member;
Transition into new financial regulations started (new entities are subject to full application procedure with FINMA). Member of the Swiss Finance Ombudsman office;
Authorization - Asset (portfolio) management, financial intermediary, Robo-Advisor;
Onboarding - Online customer identification and interaction with the broker; A new video-identification system;
Market access (brokerage) - Valid agreement with Interactive Brokers (custody);
Robo-advisory platform - Developed and designed own Robo-advisory system, recognized by reviews in the European press. Frontend/Backend updated, iOS application published;
Employees - director (AML officer) and secretary;
Balance sheet - CHF150'000 CHF under management with 8 investors. Three new contracts are in the final stage.
Domicile - Zurich, Switzerland.
Legal structure - AG, no subsidiaries;
Incorporation year - 2015;
Paid-in share capital - CHF150'000;
Regulatory status -VQF SRO approved member;
Transition into new financial regulations started (new entities are subject to full application procedure with FINMA). Member of the Swiss Finance Ombudsman office;
Authorization - Asset (portfolio) management, financial intermediary, Robo-Advisor;
Onboarding - Online customer identification and interaction with the broker; A new video-identification system;
Market access (brokerage) - Valid agreement with Interactive Brokers (custody);
Robo-advisory platform - Developed and designed own Robo-advisory system, recognized by reviews in the European press. Frontend/Backend updated, iOS application published;
Employees - director (AML officer) and secretary;
Balance sheet - CHF150'000 CHF under management with 8 investors. Three new contracts are in the final stage.
Permitted activities:
Swiss asset management companies registered before the end of 2020 can:
• provide services related to payment transactions, in particular by carrying out electronic transfers on behalf of other persons, issuance and managing the means of such as credit cards and traveller's cheques;
• carrying out credit transactions (in particular in relation to consumer loans or mortgages, factoring, commercial financing or financial leasing);
• trade in its account or for the account of others in banknotes, coins, commodities;
• make investments as investment advisers;
• act like the authorized escrow agent;
• hold securities on deposit.
Robo-Advisor aims to acquire new clients online, with fully online onboarding.
Swiss asset management companies registered before the end of 2020 can:
• provide services related to payment transactions, in particular by carrying out electronic transfers on behalf of other persons, issuance and managing the means of such as credit cards and traveller's cheques;
• carrying out credit transactions (in particular in relation to consumer loans or mortgages, factoring, commercial financing or financial leasing);
• trade in its account or for the account of others in banknotes, coins, commodities;
• make investments as investment advisers;
• act like the authorized escrow agent;
• hold securities on deposit.
Robo-Advisor aims to acquire new clients online, with fully online onboarding.
If time is off essence and you want to start your Swiss business immediately, it is the best option. Ownership transfer takes 1-3 days.
Our experts assist you throughout the whole process and expedite the purchase of your ready-made company.
If offered company is not a suitable option, email us and we find the company in accordance with your requirements. Currently we have more than 16 Swiss shelf-companies for sale. Commercial activities range from hotel services, software development to financial market operations.
You can order the company details by sending an e-mail
Our experts assist you throughout the whole process and expedite the purchase of your ready-made company.
If offered company is not a suitable option, email us and we find the company in accordance with your requirements. Currently we have more than 16 Swiss shelf-companies for sale. Commercial activities range from hotel services, software development to financial market operations.
You can order the company details by sending an e-mail
Please, ask us if you need any following clarifications.