Portfolio DOC

Startup

Information

A doctor for your portfolio when needed? To monitor its condition, make recommendations, provide on-the-go advice, and prepare you for any challenges that may arise in your investing journey? Sounds complex? Not with Portfolio DOC Technology.
The $1 trillion wealth management industry is on the brink of massive transformation. ETFs initiated the disintermediation of investing, but as pooled investment solutions, they too fail to capture the individuality of clients.
Applying DEEP Tech, Portfolio DOC offers investment advice at single stock level, ensuring each client receives tailored, precise guidance for their unique investment style and goals.

Key Information

  • Growth Stage
    Pre-Seed
  • Country
    Germany
  • Founding Year
    2024