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Is Next-Gen FinTech the Solution for Millennial Family Office Wealth Management?

Key Takeaways:

  • PoM WM is a next-gen investment platform targeting Millennial and Affluent GenZs
  • The platform offers comprehensive wealth management services with easy-to-use UI/UX, innovative technology and a dedicated human touch
  • It aims at making Family Office services more accessible and transparent
  • Based in São Paulo, Brazil, PoM WM foresees a bright future in the financial sector

Introduction:

In the financial service sector, digital evolution and client engagement have become focal factors in the growth of start-ups, creating a new realm of FinTech solutions. This transition has resulted in the emergence of startups like PoM WM, a Sao Paulo-based next-gen investment platform that is cornering the market on Millennial family office wealth management. Combining innovative UI/UX, technology, and a human touch, PoM WM is revolutionizing wealth management for the Affluent GenZs and Millennials.

The emphasis of PoM WM is to make sophisticated Family Office services accessible to the “Simple-needs Segment”, offering a digital view of their consolidated wealth along with a dedicated trusted advisor for comprehensive lifelong financial planning. The core belief of PoM WM is in making wealth management peaceful, agile, and fully transparent.

Analysis:

In a marketplace dominated by traditional financial institutions, PoM WM differentiates itself through its unique approach that seamlessly blends technology and human interaction. With a strong emphasis on user interface/experience (UI/UX), this next-gen platform provides a highly personalized and intuitive system for their clients. The platform’s ability to consolidate wealth digitally, while offering human-advised financial planning, brings an element of simplicity and convenience unprecedented in the financial sector.

Moreover, PoM WM understands the millennial need for transparency and agility. To accommodate this, the platform delivers a transparent view of wealth management operations. It decentralizes and democratizes wealth management, a factor that radically differentiates it from traditional financial institutions. Founded by Igor Nishimura, Thiago Picanço, and Victor França, with shared ideals and aspirations, PoM WM reflects a shared vision for a more inclusive financial future.

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Conclusion:

The future of wealth management seems intrinsically linked to FinTech like PoM WM. With an ironclad vision and a noteworthy value proposition, PoM WM has the potential to significantly impact the Millennial and Affluent GenZ market. As this sector continues to grow and evolve, the demand for the innovative solutions that PoM WM offers is bound to increase. With the digital revolution fully underway, PoM WM is laying the groundwork for a refreshed approach to wealth management and set to redefine the standards of the financial sector.

For more on PoM WM, visit their website or connect via their socials on LinkedIn


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