All your wealth, in one platform.
All your wealth, in one platform.
All your wealth,
in one clear view.
A private platform for high-net-worth individuals and families whose wealth has outgrown a single bank. It brings every account, asset and ownership structure into one complete, always current view of everything you hold.
A private platform for high-net-worth individuals and families whose wealth has outgrown a single bank. It brings every account, asset and ownership structure into one complete, always current view of everything you hold.
A private platform for high-net-worth individuals and families whose wealth has outgrown a single bank. It brings every account, asset and ownership structure into one complete, always current view of everything you hold.
Clarity
No single statement shows everything you own.
The full picture can still be built.
Every path is different. These are the ways we help people move forward with confidence.
If only seeing all of your wealth were as simple as opening one statement.
All your investments in one place.
Consolidate all your investments for greater transparency and instant comprehension at a glance.
OUR APPROACH
OUR APPROACH
WealthPoint sits above your banks and advisors, never in their place. Its only role is to make complex wealth clear and easy to read.
WealthPoint sits above your banks and advisors, never in their place. Its only role is to make complex wealth clear and easy to read.
WealthPoint sits above your banks and advisors, never in their place. Its only role is to make complex wealth clear and easy to read.
A familiar story.
Many accounts. One clear view.
Multiple banks. Two properties. A handful of private deals. A mortgage. The information is all there, but the overview is missing. WealthPoint brings these pieces into one structured picture, ready for clear decisions.
A familiar story.
Many accounts. One clear view.
Multiple banks. Two properties. A handful of private deals. A mortgage. The information is all there, but the overview is missing. WealthPoint brings these pieces into one structured picture, ready for clear decisions.
A familiar story.
Many accounts. One clear view.
Multiple banks. Two properties. A handful of private deals. A mortgage. The information is all there, but the overview is missing. WealthPoint brings these pieces into one structured picture, ready for clear decisions.
From every account to one clear picture
From every account to one clear picture
It should feel effortless. Three simple steps, and your whole wealth comes together in one place.
Connect your banks.
Securely link your Swiss and international bank accounts in a few clicks. Every balance and movement is then kept up to date in one place, with nothing to enter by hand.
Connect your banks.
Securely link your Swiss and international bank accounts in a few clicks. Every balance and movement is then kept up to date in one place, with nothing to enter by hand.
Add your
private assets.
Go beyond the banks: real estate, private equity, crypto and other holdings all find their place. Liquid and illiquid finally sit side by side, for a picture that is whole, not just the part your bank can see.
Add your
private assets.
Go beyond the banks: real estate, private equity, crypto and other holdings all find their place. Liquid and illiquid finally sit side by side, for a picture that is whole, not just the part your bank can see.
Join The Circle.
A private circle of wealth owners and families who think in decades, not quarters. By invitation only. A place for the conversations that are hard to have anywhere else, held with discretion.
Join The Circle.
A private circle of wealth owners and families who think in decades, not quarters. By invitation only. A place for the conversations that are hard to have anywhere else, held with discretion.
A clear view today,
for the decisions of tomorrow
A clear view today,
for the decisions of tomorrow
Strategy, succession, liquidity and risk all rest on one thing first: seeing your wealth whole, exactly as it is.
Strategy, succession, liquidity and risk all rest on one thing first: seeing your wealth whole, exactly as it is.
“A clear view is not a luxury.
It is the starting point of every good decision.”
“A clear view is not a luxury.
It is the starting point of every good decision.”
— Nelson, Family Office principal, Geneva
— Nelson, Family Office principal, Geneva
Built for the full range of private wealth.
Built for the full range of private wealth.
370+
370+
Banks and institutions
you can connect
25+
25+
Banking connections across
more than 25 countries worldwide
100%
100%
Swiss-hosted and
encrypted
370+
370+
Banks and institutions
you can connect
25+
25+
Banking connections across
more than 25 countries worldwide
100%
100%
Swiss-hosted and
encrypted
370+
370+
Banks and institutions
you can connect
25+
25+
Banking connections across
more than 25 countries worldwide
100%
100%
Swiss-hosted and
encrypted