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Smart Money Match

An investor and investment matching service global community

Categories

Financial and Banking  
Smart Money Match
Leadership team

Martin Signer (Managing Director)

Industries

Financial and Banking

Products/ Services
Investment advisory technology service
Number of Employees
0 - 50
Headquarters
Zürich, Switzerland
Established
2015
Company Registration
CHE-113.803.925
Social Media
Overview
Location
Summary

SmartMoneyMatch is a platform that connects the global investment community. It is a project of 4Finance Ltd., a privately held Swiss company.

History

4Finance Ltd. was founded on June 1, 2005, with the aim of providing consulting services, education and wealth management. The idea of providing the matching platform came since we were frequently contacted by investors who were looking for specific investment types and asset managers wanting to present their investment offers. They realised that in some circumstances the (lack of) information flow created huge inefficiencies from both sides and communication needed to be enhanced. 4Finance was always proud to offer real value added professional and entirely independent services for its clients. They regard independence and professionality as crucial, however, in some cases, they didn’t have the full expertise on specific investments to conduct the required due diligence. Hence, the idea of providing a matching platform came up. In the time of digitalisation and Fintech, the team behind it wanted to digitalise and standardise what is repeatable, e.g. investments, for making pre-selection possible, giving options to mutually share due-diligence knowledge, indicate investment interests etc. With this idea in the concept of the platform, SmartMoneyMatch began, that became live in January 2015. SmartMoneyMatch was very well perceived in the market, and as the response was very positive; the feedback was incorporated for a new roll-out in January 2018 with some additional functionalities like jobs, events, member updates, due-diligence sharing etc.

Mission

Banking on the increasing ubiquity of fintech, SmartMoneyMatch seeks to digitalise and standardise what is repeatable, e.g. investments, for making pre-selection possible, giving options to mutually share due-diligence knowledge, and indicate investment interests.

Vision

SmartMoneyMatch's vision is to create a global conversation among investors.

Recognition and Awards
Having gone live for the first time in 2015, a new platform roll-out in January 2018 with some additional functionalities like jobs, events, member updates, and due-diligence sharing.
References
Smart Money Match
Leadership team

Martin Signer (Managing Director)

Industries

Financial and Banking

Products/ Services
Investment advisory technology service
Number of Employees
0 - 50
Headquarters
Zürich, Switzerland
Established
2015
Company Registration
CHE-113.803.925
Social Media