Pitch Deck

1. Zurich
DOUGLAS AZAR
douglas@wealthinitiative.com

2. Did you know that Wealth Management institutions
are only managing 50% of the total wealth of their
clients?

3. Catalogue for
non-financial
assets
Automated
Valuation Tool for a
better holistic view
of the total wealth
Private & Trusted
Marketplace providing
synergies within client
base / members of the
WI platform
1 3 2
now 3 months
Threefold Solution

4. ü Poor offering
ü High intermediary fees
ü Lack of efficiency &
confidentiality
ü No proper valuation
The problem (2)

5. ü New business area
ü Holistic view of portfolio
ü Synergies among client
base
ü Valuation tool increases
efficiency
The Solution (2)

6. ü White-label
ü Cloud-based / API
ü Automated valuation
using Machine
Learning & AI
ü Wealth
Management
institutions
ü Family Offices/
Asset Managers
ü Relationship
managers on
behalf of HNWI
ü End Clients
ü Real Estate
ü Art
ü Passion Investments
ü Business Deals
ü Added Value
ü Confidentiality
ü Efficiency
ü Economics
THE PRODUCT THE TARGET THE USERS
WHAT WHY
At a Glance

7. Market
WEALTH
MANAGEMENT
INSTITUTIONS
FAMILY OFFICES
AND
ASSET MANAGERS
100,000
900
REAL ESTATE ART
PASSION INVESTS BUSINESS DEALS
growing
650 BILLION
USD
(direct investments)
60 BILLION
USD
(auction houses,
privates sales
and galleries)
310 BILLION
USD
(various selling channels)

8. A Glimpse into WI
REAL ESTATE ART

9. Automated Valuation Tool Example
REAL ESTATE ART
Collected over 7 million unstructured data points from auction houses results 1
Applied machine learning techniques including linear and hedonic regression. Asset parameters (artist,
medium, year, size etc) is attributed a coefficient influencing the algorithm 2
Image of art design output valuation
3

10. MARKET PLACE
AUTOMATED
VALUATION
TOKENIZATION
BLOCKCHAIN
BASED
Leading luxury
auction houses.
c.60% of art
market share.
Non-confidential
Company focusing
on recording the
provenance of Art
on the blockchain
Focus on M&A
deals >$1MM
within real estate
and business deals
Tokenization
platform of real
estate and art
Reference platform
for non-bankable
assets.
Consolidation tool
& automatic
DESCRIPTION
Competition

11. WEALTH MANAGEMENT
FIRMS
ASSETS MANAGERS
AND FAMILY OFFICES
ü Option 1 : Internal network
Recurring annual flat fee
ü Option 2 : External network
Recurring annual flat fee
ü Maintenance fee
Recurring annual fee
ü Free usage
(upon acceptance)
Transaction fee
Software as a service model
Business Model

12. Internal use to
foster synergies and
facilitate
transactions
amongst clients of
the Bank.
Assets recorded in WI
will be provided with a
ticker code.
Assets can be
automatically valuated
and thus included in a
portfolio to increase
AuM and provide
additional leverage.
External use is
available on
request.
Private bankers
will therefore have
access to unlimited
transactions
opportunities.
In the coming
future,
Wealthinitiative
will incorporate a
Blockchain layer
to enhance
security.
1 3
2 4
Available Available 12 months On going
Road Map

13. KEVAN HULL
Business
development Asia
CCO for the APAC
region. 25+ years’
experience in sales
and marketing in
Europe and the Asia
Pacific region with a
strong track record to
implement innovative
solution to large
institutions.
MAXIM
STANCIU
Technical Lead
Technical lead and
blockchain expert. Over
7 years’ experience
as CTO and team
leader in the
development of various
FinTech solutions
including software and
hardware platforms
(IOT). Data Analysis
Enthusiast.
ANDREW
GLADKIH
CTO & Co-Founder
14 years’ experience
in the software
solution space for the
financial sector. He
was key
in implementing B2B
solution for large
international banks.
DANIELA
GALEOTE
COO & Co-Founder
7 year’ experience in
Investment banking
and Business
Development. Learnt
to code becoming a
software developer
and consultant to
early stage startups.
DOUGLAS
AZAR
CEO & Co-Founder
14 years’ experience in
Banking in various
locations (U.S.A,
Middle East,
Switzerland).
CAIA charter, holder.
Core Team

14. Advisors

15. Traction
ü Beta platform completed (Q2 ‘17)
ü Semifinalist to the KPMG European FinTech award (Q2 ‘17)
ü F10 accelerator Graduate (Q2 ’17)
ü Regional Finalist at the UBS Future of Finance challenge (Europe) (Q3 ‘17)
ü Letter Of Intent signed with AXA Art Switzerland for future partnership (Q4 ‘17)
ü Phase ll of CTI Program in Switzerland (Q1 ‘18)
ü Nominated “Best Swiss WealthTech Startup” at the 2018 Geneva WealthTech
awards (Q1 ‘18)
ü Nominated “Best Innovative solution 2018” at the WealthBriefing awards (Q1 ‘18)
ü Fusion Fintech accelerator Graduate (Q2 ‘18)
ü Partnership with Temenos & Avaloq core banking system (Q2 ‘18)

16. EQUITY INVESTMENT
1MM for 20% of
the company
General &
Administrative
Costs
270K
Marketing
& Sales
480K
Product
Development
& Technical
Support
250K
Financial Offering
EQUITY INVESTMENT
CHF 1MM

17. 2019 2020 2021 2022 2023
No. of banks 1 4 11 36 60
No. of family
offices / asset
managers Passive
132 500 880 1,648 2,321
No. of family
offices / asset
managers Active
13 60 127 285 481
Revenue <1 MM ~1 MM <4 MM 10-12 MM 35-40 MM
Cash Burn ~0.3 MM ~1 MM ~2 MM ~4 MM ~8 MM
FT 6 10 16 19 23
Financial Overview

18. Key Milestones

19. “Wealthinitiaitve is redefining the value proposition of wealth
management institutions in the field of non-bankable assets”