clevercircles is a digital asset management platform that is due to go live in early 2018.
Clients define their investment strategy, which they can regularly adjust to their expectations as part of the tactical asset allocation. When it comes to forming opinions about market expectations, clevercircles offers the option of coordinating with trusted people and groups chosen by the clients themselves, experts and/or the community (“social forecasting”).
This makes clevercircles the first asset management platform to combine the intelligence of people with the efficiency of machines. The company is geared towards private individuals, their families and friends, and towards professional financial service providers who can demonstrate their competence on the platform as qualified users.
clevercircles also offers a version of its technology known as “crowd advice” to B2B clients such as other banks, insurers and asset managers as a white label product.
clevercircles is made in Switzerland, to be used worldwide.
clevercircles is a registered trademark of Bank CIC (Switzerland) Ltd.
Company Details
- Employees
- 4
- Founded
- -
- Address
- Basel, Ch
- Phone
- 058 268 16 16
- he****@****cles.ch
- Industry
- Financial Services
- NAICS
-
Finance and InsuranceMonetary Authorities-Central Bank
- Website
- clevercircles.ch
- HQ
- Basel
Clevercircles Questions
Clevercircles's helpline number is 058 268 16 16
Clevercircles's website is clevercircles.ch
Clevercircles's LinkedIn profile is https://ch.linkedin.com/company/clevercircles
Clevercircles has
4 employees.
View email and phone details for 4
employees at Clevercircles.
Clevercircles's industry is
Financial Services
Clevercircles's top competitors are
Inyova Impact Investing,
True Wealth,
Simplewealth — Swiss Robo-Advisor,
Deutsche Börse,
Swissquote,
Raiffeisen Group,
Blkb,
Selma Finance,
Ems Group,
Findependent.
Clevercircles's support email address is hello@clevercircles.ch
Clevercircles's categories are Financial Services
Clevercircles's founding year is 2017
