WealthTech Scale-Up Support: Pre-Study & Proposal, Business Model & Go-to-Market Enablement

Phibonacci - Project Summary

We supported an ambitious WealthTech scale-up in structuring and launching investment services aimed at EU banks. The assignment consisted of three complementary workstreams: (i) a pre-study and proposal for a micro-investment feature linked to card payments, (ii) the development of a forward-looking business model leveraging upcoming European regulations (Retail Investment Strategy (RIS) and Financial Data […]

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