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WIZE by TeamWork
Provider Type
Technology Providers
Technology Providers
Tagline
The AI wealth data platform for complex portfolios
The all-in-one Wealth & Asset management IT platform
Founded
2019
2010
Location
Spain
Luxembourg
Verified
Verified
Verified
Categories
AdvisorsArtificial IntelligenceComplianceDataData AggregationPortfolio ManagementReportingSecurity & Risk
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
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Target Segments
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Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
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Client Types
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Provider Type
Technology ProvidersTagline
The AI wealth data platform for complex portfoliosFounded
2019Location
SpainVerified
VerifiedCategories
AdvisorsArtificial IntelligenceComplianceDataData AggregationPortfolio ManagementReportingSecurity & Risk
Services
—Target Segments
—Regions Served
—Client Types
—Website
Visit WebsiteProvider Type
Technology ProvidersTagline
The all-in-one Wealth & Asset management IT platformFounded
2010Location
LuxembourgVerified
VerifiedCategories
AccountingComplianceConsolidated ReportingCRMData AggregationPortfolio ManagementRisk ManagementTrading
Services
—Target Segments
Fund managerIndependent financial or investment advisorMulti-family officePrivate bankPrivate wealth ownerSingle-family office
Regions Served
—Client Types
—Website
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