Smart Money Match

Smart Money Match

Visit: https://www.smartmoneymatch.com/

Smart Money Match is an investor and investment matching service connecting professionals and investment service providers.

About us

Welcome to SmartMoneyMatch, the network that connects the global investment community in over 200 countries and territories around the globe.

Mission

Our mission is to connect the global investment community.

To achieve the goal we provide a matching platform for investments that works the following way:

How it works

  1. Asset managers can classify their investment offers according to set criteria and also state in which jurisdictions the investment is eligible according to their investor status and jurisdiction.
  2. Investors can search for investments according to the given filter criteria and will be able to see the investments that the asset manager indicated as being eligible according to their investor status and jurisdiction.
  3. Investors can create an anonymous request for proposal, to which asset managers can respond.
  4. Investors can mutually share due-diligence.

    Further things SmartMoneyMatch offers:

  5. Users that offer services to the investment industry can list their offers; other users can search the service provider directory to find the right professionals.
  6. Users can post and search for jobs and events related to the finance industry.
  7. Users can mutually connect and find each other via the business directory.
  8. Share and get insights from other members.
  9. Participate in the SmartMoneyMatch awards program to honor excellence in the investment industry. All of our SmartMoneyMatch members will be eligible to vote in the program to recognize the winners.

Company information

SmartMoneyMatch is a project of 4Finance Ltd., a privately held Swiss company.

Martin Signer is co-founder and managing director and the company’s team is made up of seasoned, well-trained professionals.

History

4Finance Ltd. was founded on June 1, 2005, with the aim of providing consulting services, education and wealth management.

The idea of providing the matching platform came since we were frequently contacted by investors who were looking for specific investment types and asset managers wanting to present their investment offers.

We realized that in some circumstances the (lack of) information flow created huge inefficiencies from both sides and communication needed to be enhanced.

4Finance was always proud to offer real value added professional and entirely independent services for its clients. We regard independence and professionality as crucial, however, in some cases, we didn’t have the full expertise on specific investments to conduct the required due diligence. Hence the idea of providing a matching platform came up.

In the time of digitalization and Fintech, we wanted to digitalize and standardize what is repeatable, e.g. investments, for making pre-selection possible, giving options to mutually share due-diligence knowledge, indicate investment interests etc.

With this idea in the concept of the platform SmartMoneyMatch began that became live in January 2015.

SmartMoneyMatch was very well perceived in the market, and as the response was very positive; the feedback was incorporated for a new roll-out in January 2018 with some additional functionalities like jobsevents, member updates, due-diligence sharing etc.

As SmartMoneyMatch connects the global investment community we want to honor outstanding achievements in the investment industry through the SmartMoneyMatch awards program.

Skills

Posted on

January 1, 2020