Wealthman LTD

Company’s distribution channel is designed for small&mid-sized robo-advisors and wealth managers serving English-speaking mass-affluent customers. Company acquires customers at a reduced cost and resell them through marketplace at a market-average fixed price or at constant payment of 20% of wealth manager’s revenue annually.

Go-to-market strategy encompasses the following activity:
- Quite period, 3Q 2018: Introduction $10k promotion budget for the first 30 human and digital advisors by direct offering or tightly targeted online promotion;
- First sales, 4Q 2018: Investors attraction via CPA, SEO traffic, Email marketing and targeted Ad campaign. Product-market-fit activity.
- Expansion 2Q 2019: Focus on branding, SEO and marketplace gamification to reduce cost of traffic and grow repeat sales. Sales target for 2019 is $1.1 mln.

нет

Customer acquisition market volume in wealth management industry is expected in amount of $12.8 bln. in 2018, and $19.4 bln. in 2019. Cost of robo-advisor customer acquisition (“CAC”) is in the range of $600 to $1000 in US and $400 in UK. Changing the model of customer acquisition from advertising and branding service to SEO & branding marketplace can reduce the CAC 70% and more.

The web-based marketplace of wealth management services that connects investors with robo- or human advisers. The solution is designed to acquire investors at a reduced cost via SEO promotion, smart targeting and to engage investors in a repeated purchases.

Potential competitors are AMX and Phitoken, although their solutions are still not production ready. Current competitors are traditional Big Data targeting services.

The project represents an outstanding opportunity to realize significant capital growth by 2019. Equity injection of $200.000 will provide a 10% participation rate in the expected Company valuation of $10mln at 2019.

The shareholders are looking for co-investors that will participate in Pre-seed funding the marketing costs and software development.

Целевой уровень продаж $1.1 млн. в 2019, $7 млн. в 2020, $24 млн в 2021 г.
Ключевым предположением для достижения операционных планов является рост проникновения роботизированных финансовых советников на 0.37% в 2019, 0.47% в 2020, и 0.5% в 2021.

Company’s distribution channel is designed for small&mid-sized robo-advisors and wealth managers serving English-speaking mass-affluent customers. Company acquires customers at a reduced cost and resell them through marketplace at a market-average fixed price or at constant payment of 20% of wealth manager’s revenue annually.

Expansion 2Q 2019: Focus on branding, SEO and marketplace gamification to reduce cost of traffic and grow repeat sales. Sales target for 2019 is $1.1 mln.

Sales targets are $1.1 mln.in 2019, $7 mln.in 2020, $24 mln. in 2021.
Key assumption is robo-advisor penetration will grow on 0.37% in 2019, 0.47% in 2020, 0.5% in 2021.

нет

нет

нет

нет