Valuelist’s SaaS platform helps users organize their financial assets, such as deposits, stocks, cryptocurrencies, real estate, and vehicles. The platform uses AI to gather important information and protect users assets better.
“The platform will be customized to suit the user’s currency and other modules, such as insurance. In addition, we intend to improve integration with multifamily offices and their systems.,” said Hernán Alvarado Oteíza, CEO and co-founder of Valuelist.
Founded in 2021, Valuelist has over $2B in supervised assets and users in Mexico, Colombia, and Ecuador.
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