Sana Al-Badri | CPO
Marco Vega | CEO
A Master's in cognitive neuroscience and a degree in psychology... and still we were clueless. As scientists, entrepreneurs, and activists, we became obsessed about the intersection of wellbeing and impact.
Was it possible to have an impact without sacrificing your wellbeing?
Was it possible to grow one’s wealth without harming the planet?
What we discovered over the years blew our minds:
Sustainable INVESTING is 27 times MORE impactful than sustainable BEHAVIOUR.
It turns out we didn’t have to fight against capitalism. Instead, we could win by using its own weapons in an elegant way. Sustainable Investing provides the opportunity to fund one’s dream life; While at the same time having a huge impact for a better future.
We felt deep down: This is our Mission.
And that was that. We quit our jobs, became licensed financial advisors, and started building SageWealth.
Investment finance is a complex and tightly regulated industry. For this reason, we have partnered with industry experts to ensure full legal compliance, safety, and flexibility. All three organisations are regulated by BaFin, Germany’s financial regulatory authority.
We at SageWealth act as your wealth advisors. We carefully craft and update our investment portfolio, ensuring that it meets our sustainability and diversification standards. We run rigorous stress-testing and modeling, to ensure our target returns and volatility are adequate. We also develop and maintain all website features, and are your main point of contact for any questions or needs.
Baader Bank is one of Germany's leading capital market banks and one of the largest market makers on Europe's key stock exchanges. They enable us to efficiently and automatically trade our investments on your behalf and take custody of all brokerage accounts. We partnered with them because of their strong track record of working with Europe's biggest Fintechs providing the financial infrastructure necessary to be fast, secure and scalable. We are strongly vision aligned that FinTechs are the future of investments and personalf finance.
Our partner for compliance and asset management. As one of Germany's biggest liability umbrellas they ensure full legal and technical compliance. This ensures that your investments are as secure as possible, meeting Germany's highest regulatory standards. We also work with their team of investment analysts to ensure that our investments are stress tested and deliver on their specified criteria, both in regards to the risk/return profile and sustainability criteria. We are excited to work with them because they believe in the future of digital wealth management, wealth tech and sustainable investing.