Our team has deep financial and investment industry experience, from managing portfolios for individuals and institutions to overseeing fund portfolios. We came together with a shared belief that the current private banking landscape was not designed for the modern investor in mind, and built a unified mission to help wealth management firms attract a new generation of mass affluent clients.
Reach your potential
If wealth is financial muscle, investing is what strengthens it. To help your client's wealth grow to its full potential, we’re helping you with daily routine tasks such as client onboarding, investing and portfolio consultation. We're like your personal trainer, but you never have to go to the gym!
Reinventing the industry
For too long our industry has focused on earning money while giving low added value in return. It’s for this reason most financial firms prioritize working with standardized offerings. Econodigital wants to reinvent the industry with a simple premise: focus on each client’s personal values and desires rather than selling mediocre products. This ensures our interests are always aligned with your clients.