What is Wealth Orchestrated ?
A personal virtual family office experience. Integrate all aspects of financial and non-financial life - from assets to legal documents - into one view. Seamlessly collaborate with advisors and gain complete clarity and control over wealth.
Problem
Users struggle to manage various aspects of their financial and non-financial life, including assets and legal documents separately.
Drawbacks: Lack of a comprehensive view of wealth, inefficient collaboration with advisors, and limited control over wealth.
Solution
A personal virtual family office experience that integrates all financial and non-financial aspects of life into one view.
Core features: Seamless collaboration with advisors, gaining complete clarity and control over wealth.
Customers
User Persona: High-net-worth individuals, families, and individuals looking for comprehensive wealth management.
Occupation: Wealth managers, financial advisors, estate planners.
Unique Features
Comprehensive integration of financial and non-financial aspects of life.
Virtual family office experience for seamless collaboration with advisors.
User Comments
Provides a holistic view of my financial life!
Great tool for managing and collaborating on finances.
Love the clarity and control it offers over wealth.
Highly effective for coordinating with advisors.
Saves time by consolidating all wealth-related information.
Traction
Current Traction: The product has gained significant user attention with positive reviews.
Financials: Revenue data or user numbers are not explicitly mentioned.
Market Size
$2.5 trillion: The global wealth management market size in 2021, showing a growing demand for personalized financial solutions.
