
Introducing Financial Life Intelligence
The Futureverse
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Financial Life Intelligence
We've spent the last five or six years building a layer that sits on top of the incumbent wealth management industry. This layer is pulling together data, technology, and integrating it with human experience. The industry is one that is renowned for being quite opaque. People don't really see what's happening. We provide transparency. It is renowned for people not really understanding what's going on. We give them meaning. And we're efficient at every level. Those are the three layers. When you talk about intelligence, that suggests this amalgamation of the data, but also the human experience. I can feel a big idea around the human experience and what do you want to actually do rather than how wealthy
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