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Platform for Wealth Management Institutions & Family Offices

Peer to Peer digital tool for high end
tangible assets & direct equity.

Platform for Wealth Management
Institutions & Family Offices


Real Estate
Real Estate

Real Estate

Real estate has historically been a key mea­sure of wealth, and is often the first asset that HNWIs acquire with surplus capital, a trend that is getting even more pro­nounced among wealth generators from new world eco­no­mies.



Fine art and wealth mana­ge­ment is an area where the strongest interest resides, driven by a dynamic rise in the value of art and the increa­sing accu­mu­la­tion of art among High Net Worth Indi­vi­duals (HNWIs). Pri­vate sales are a sub sec­tor with the most solid fun­da­mentals.


Passion investments

Passion investments are one of the fastest growing areas for HNWIs encom­pas­sing unique valuables such as boats, air­craft, clas­sical cars, fine wine, vin­tage watches, gems, coins, stamps and other items.

Business Deal
Business Deal

Business deals

Selling a long standing business or a successful startup is not only about finding anyone to acquire it. it’s first and foremost about selecting the right buyer who will continue the legacy. Wealthinitiative will help you achieve this goal.

At a glance


Secured digital platform aimed at facilitating transactions within wealth management institutions client base. Matching buyers and sellers in an efficient way


Wealth Management institutions ready to embrace new business opportunities in the digital space and eager to bring new offerings to their clients


Wealth Managers use the platform on behalf of their HNWIs clients. Intuitive and time efficient, the platform is based on high end digital features

Peer to Peer platform fostering synergies.


“Wealth Initiative versteht sich demnach als Online-Plattform für Family Offices, Privatbanken und Vermögensverwalter, die für ihre Kunden Immobilien, Kunstgegenstände oder Luxusgüter handeln wollen.”

“The WealthInitiative platform is used internally to help wealth management institutions explore synergies among their own clients. It creates a secure market place where client assets can easily be traded. ”

“Swiss fintech startup WealthInitiative launches platform to cut out the middlemen in real estate, art and passion investments.”

Key benefits







A unique e-marketplace

“WealthInitiative aspires to redefine the value proposition of the top tier wealth management institutions in the strategic areas of Real Estate, Art & Passion Investments and Business Deals”
Douglas Azar - Founder of Wealthinitiative

WealthInitiative is a unique secured platform allowing wealth management institutions to share network of deals on behalf of their High Net Worth clients in the field of Real Estate, Art & Passion Investments and Business Deals. The platform is used internally where wealth management institutions exploit synergies among their own clients, matching sellers and buyers. The platform could also be used externally where deals are shared with the other selected wealth management institutions & family offices, members of the platform circle.

In recognition of collectors and real estate owners as a key client segment for top tier wealth management institutions & family offices around the world, Wealthinitiative has decided to bridge the gap between buyer and seller in a confidential and efficient manner.

WealthInitiative presents significant opportunities for wealth management institutions & family offices such as an holistic view of customer's wealth, a niche play in the market and new revenue streams.

WealthInitiative is also planning to work on the integration of blockchain technology to allow tracing provenance and ownership of assets traded on its platform, which will further add to the security of transactions.

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Getting started