Enabling wealth management companies to fully integrate clients' values into the investment process.
Norsia enables wealth management companies to fully and systematically integrate their clients' personal values into the investment process.
Norsia is a Geneva-based fintech where sustainability meets wealth management. As regulators and investors express growing interest in financial solutions that respect personal aspirations Norsia develops original and practical tools to help financial advisors personalize their approach of sustainable finance to match and leverage their clients' values.
Norsia provides financial advisors with a web-based platform that combines technology and data to make their clients’ personal values a key element of the advisory process. The platform gives them access to: intuitive dashboards to better understand each investor's sustainability preferences; a database of 9’000 listed companies and more than 2’500 sustainable funds; tools to ensure that investments proposals/mandates match clients’ values and ambitions for positive impact on society and the environment; portfolios’ reports from the investors' perspective and tailored to their personal interests.
We are devoted to clearing the path to a sustainable world by developing engaging tools and technical solutions that empower people to go in with their eyes open and start changing the world. Deed by deed.
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