Investment Advisory Platform for High Net Worth Individuals

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Investment Advisory Platform for High Net Worth Individuals

Inspired by a conversation on:

Dimes y Billetes

Dimes y Billetes

379. Así INVIERTEN los MILLONARIOS | Mitos, Errores y Secretos

Host: Moris Dieck

Timestamp: 04:04 - 05:22

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Feather Flow

Direct Quote

"Yo siempre digo lo mismo, a lo largo de un año de una relación con los clientes, tú hay muchas veces que tienes que elegir si te pones del lado del banco o del lado del cliente."

Market Gap

High net worth individuals lack tailored investment advice.

High net worth individuals often find themselves receiving sub-optimal advice from banks, where the bank's interests conflict with the client's needs. Given their wealth, clients require a more personalized approach that considers their total portfolio and future generations. However, traditional banks focus solely on their products, limiting the wealth management options available to these individuals. This leads to missed opportunities and inefficient asset management. The demand for independent financial advisory services is growing, particularly for clients with diverse portfolios across multiple jurisdictions. Without proper guidance, these individuals risk making uninformed investment decisions that could jeopardize their financial legacy.

Summary

The idea is to create an investment advisory platform specifically designed for high net worth individuals that offers personalized financial planning and investment management services. This platform would differentiate itself by providing independent advice that aligns with the client's best interests rather than the bank's product offerings. By integrating technology, the platform can aggregate data from various banks and financial institutions, giving clients a comprehensive view of their assets while allowing for more strategic investment decisions. The target audience would include wealthy individuals and families looking for tailored financial solutions that consider their unique circumstances and goals.

Categorization

Business Model
Service
Target Founder
Subject Matter Expert
Difficulty
Medium
Time to Revenue
3-6 months
Initial Investment
$1,000-$10,000

Scores

Clarity
8/10
Novelty
7/10
Feasibility
7/10
Market Potential
8/10
Evidence
7/10
Overall
7.4/10
Found on September 10, 2025 • Analyzed on September 10, 2025 3:05 PM

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How should I validate this service idea before building it?

2:34 PM

Great question! For a service idea like this, I'd recommend starting with these validation steps:

  1. Customer interviews: Talk to Subject Matter Expert to understand their pain points
  2. MVP approach: Build a simple landing page to test demand
  3. Competitor analysis: Research existing solutions and identify gaps

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2:35 PM

Yes, and what about the technical implementation? Should I build this myself or hire a team?

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Technical Strategy:

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