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Company profile

Founding year

2017

Funding round

Pre A

Raising funds

Yes

Country

Hungary

Employee number

9

Pitchdeck

Problem they are solving

B2B2C :
84+% of millennials want to save in an impactful way…
…. advice is not accessible, 90% of AUM is unadvised

B2B :
…. a 13 bps or 35% drop in profit margins,
…. -3.0 % in net alpha for clients as advisors are biased

Solution to the problem

B2B2C :
Online, automated portfolio allocation
Superb user experience, frictionless process
Low cost, tax optimized, optimal across time / situation

B2B :
Segmented (age, value prefs, income risk) portfolio recommendation tool
Advisor performance is benchmarked and tracked to control for bias
Enables omni-channel delivery of advisory services

Market traction

1,6 bn EUR AUM B2B client (MKB Private Banking), 110k+ EUR annual revenue last year, close to breakeven, 800k+ EUR TCV in the next 5 years

Success story

Case Study : MKB Private Banking

2nd largest private bank locally
€1.6bn+ in AUM, growing 40%+ YoY
25+ advisors serving 2,000+ HNWI / UNHWI clients
5 year contract – subscription based pricing

“ I’d recommend Blueopes to those asset managers who need to solve the most complex problems of the investment world quickly, though an easily usable system, while meeting the ever growing client demands on the fields of digitised solutions and ethical investments.” – Sándor Szabó, former Director, MKB Private Banking

Expansion plans

DACH, Benelux, Scandinavia market, 10+ mid-sized B2B clients in the next 3 years.

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