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Empowering independent wealth management for the new generation of advisors, through native artificial intelligence technological infrastructure that enhances their capabilities and transforms client relationships.
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#84CC16
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132, 204, 22
84, 81, 44
35, 0, 89, 20
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70, 115, 27
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Wio Capital provides private banking and technology infrastructure for independent wealth managers and the next generation of financial advisors. Its platform uses native artificial intelligence to support advisors, strengthen client relationships, and help manage wealth services through an integrated digital offering.
Services include custody with access to clean share classes and investments across equities, fixed income, and private markets. Advisors can also use multi-entity execution and management tools to oversee order execution and portfolio rebalancing in a single workflow. Discretionary portfolio management contracts, advised by the advisor’s entity, enable agile portfolio management and automatic rebalancing.
Wio emphasizes the protection of both advisors and their clients. Client assets are held in custody by established banks, while data is encrypted at rest and in transit. Wio Wealth AV, SA is authorized and registered with Spain’s National Securities Market Commission (CNMV) as a securities agency, registration number 336, and is a member of the General Investment Guarantee Fund (FOGAIN).
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Finance
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The Wio Capital name, logos and brand assets are trademarks of Wio Capital and its affiliates. Brandfetch isn't affiliated with or endorsed by Wio Capital. Their use is subject to Wio Capital's brand guidelines.
