Focusing on innovation and customer-centric approach, XSpot Wealth is democratizing wealth management by offering diversified and personalized investment solutions, at a fraction of the cost of traditional managers.

XSpot Wealth combines expert human capital and latest technologies to provide a Hybrid Wealth Management Model with innovative investment solutions maximizing the value of your investments with complete transparency and the lowest fees possible.

With our “Hybrid” model our clients enjoy what we consider to be a very high-level investment experience as, in addition to high technology, the investment products of leading providers (Blackrock, Pimco, Vanguard, etc.), and extremely low fees have an experienced personal investment advisor for their total wealth. At XSpot Wealth, we have developed from scratch our own Robo Advisor, which we consider to be one of the best in Europe. A state-of-the-art system that can handle most tasks automatically with human supervision, such as automatically opening a client's account, selecting the right profile, suggesting the right plan, continuously monitoring each client's investments, and ensuring that the investment remains consistent with the customer profile over time.

A Robo Advisor has the ability, after analyzing clients’ profile, to then help them build the best portfolio without taking full management responsibility. A Hybrid Wealth Manager takes full responsibility for diversifying and managing a portfolio. So, we use technology but keep the human factor in the most important part, that of contact with the customer. Our investment decisions are made exclusively by the experienced people of XSpot Wealth’s Investment Committee. The Robo Advisor helps us exclusively in the research and comparison of the appropriate products, and the rebalancing of the portfolios.