FinovateFall 2019 / Utluna
Presenter Profile:
How they describe themselves: Utluna Solutions Ltd is a fintech company based in Switzerland. Utluna provides user-friendly, web-based solutions aiming to help active investors make smarter investment decisions, thanks to an innovative overview and contextualization of their portfolio.
How they describe their product/innovation: Utluna provides individual & professional investors with a real time, comprehensive overview of their complete portfolio, including both bankable and non-bankable assets. Sophisticated performance and risk analysis is delivered in an intuitive and user-friendly format. Additional multimedia portfolio monitoring tools help investors & traders make value-enhancing, coherent and compliant investment decisions. Social features allow for an interactive and enriching experience between investors and their advisors/mentors.
Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), through financial institutions
Contacts
Bus. Dev. & Press: Laurent Bruchez, CEO, laurent@utluna.com
Website: utluna.com
HQ: Verbier, VS, Switzerland
Founded: March 2018
Product Demoed: Utluna Portfolio Monitoring WebApp
Metrics: Team of 5. No revenue. Public launch in 4Q19. TAM $2B
Presenters: Laurent Bruchez (CEO), Pablo Pfister (CTO)
- Key Executives
Laurent Bruchez (CEO), Pablo Pfister (CTO), Florian Zermatten (CMO)