
WealthDesk:
Curated stock and ETF baskets for thematic investing, offering portfolio diversification and rebalancing strategies.
Date | Investors | Amount | Round |
---|---|---|---|
N/A | €0.0 | round | |
N/A | $3.2m | Seed | |
Total Funding | 000k |
WealthDesk operates in the financial services sector, providing a platform for investors to diversify their portfolios through curated stock and ETF baskets known as WealthBaskets. These baskets are designed to capitalize on market trends and are available in thematic and sectoral categories. The platform primarily serves active investors who are looking to enhance their investment strategies with diversified asset classes. WealthDesk's business model includes charging entry and exit fees for WealthBaskets, with some curators also imposing subscription fees. The platform generates revenue through these fees and transactional charges associated with the entry, exit, and rebalancing of WealthBaskets. Rebalancing is a key feature, allowing investors to keep their portfolios aligned with the latest research investment methodologies. WealthDesk operates in the equities and ETF markets, providing a structured approach to investing that includes tracking dividends and performance reports. The platform emphasizes the importance of understanding market risks and encourages investors to review all related documents before investing. Keywords: WealthBaskets, thematic investing, portfolio diversification, stock baskets, ETF baskets, rebalancing, subscription fees, market trends, equities, asset classes.