The Founder manages over $500 million in assets for UHNWF and through his 15+ years of experience he saw that traditional wealth managers were not aligned with their clients. His belief is no one provides unbiased financial guidance. He wanted to bring the knowledge and expertise that benefits the 2% and offer it to the other 98% no matter what their income and asset level might be and that complex financial situations exist for everyone.
Wealth management expertise personalized at scale.
Bite sized Tik-Tok like content provides a personalized experience at a given moment that is relevant to the client.
No product sales, quotas or hidden interests and the client’s data is never sold to anyone.
24/7 monitoring across 1,000’s of wealth strategy scenarios.
Dynamic search eliminates dashboard approach.
Personalized insights, education, and alerts.
Holistic visibility of their financial health.
Easy collaboration in-app with existing advisors.
Monstro will launch with native iOS and Android applications powered by a robust CMS, data feeds, and AI.