Wertios

Personal finance tool offering online investment advice

Wertios helps customers to make better financial decisions, invest wisely and reach their long term financial goals. Based on a free financial planning tool, where users can link all their bank and investment accounts Wertios offers professional and affordable online investment advice over our financial planning app 'Midas' (www.midas.capital). Midas is an all in one tool for professional financial planning. Users get a detailed overview of their financial assets and income/expenditures and fully automated reports about their asset allocation and possible risks. For free. If users wish to execute standardized investment ideas or get direct personal advice, a volume based service fee is charged. Midas offers professional wealth management from ticket sizes as small as EUR 50.000. Customers benefit from an independent fund research and far cheaper conditions than with traditional advisors through largely standardized processes. A unique private finance tool ready to shake up the European financial advisory market.