DAIZY

The retail investment world has been transformed over the last 5 years via technology, zero cost brokerage, fractional shares, blockchain and the increasing financial might of Gen Zs and Millennials, and the way the invest. Their interface to their wealth and investments is completely different to every previous generation. For example Investment News said that 80% of Millennials will fire their family's financial advisor. These generations hold multiple investing accounts, invest in crypto, are curious about NFTs, believe in the future of DeFi and Web 3, as well as they will be the recipients of the largest transfer of wealth in history. This means that traditional wealth management practices and services need to be rethought and rebuilt for this new client. We believe Daizy will be a key player in this new era of wealth management by bringing genuine transparency to: > Performance, Risk, ESG and Impact – across all asset classes and source systems. > Daizy has taken on the momentous task of bringing it all together and telling it how it is in a digestible, transparent and secure way on the phone.