— OUR MISSION
Democratizing human financial advice.
We want to make high quality human financial advice accessible to all. And significantly improve lives, helping families achieve financial security and thriving futures.
We do this by enhancing the capabilities of Independent Financial Advisers, combining state-of-the-art technology with codified, winning recipes from top Wealth Managers, while keeping them in the driver seat.
The context.
The underinvestment crisis for the middle- and lower class is one of our major societal problems hidden in plain sight.
A preference for cash holdings over investments is a major issue that affects financial outcomes, lifestyle quality, and retirement plans, ultimately hindering economic growth globally.
There are several root causes to this problem. Financial illiteracy, with 62% of adults worldwide being financially illiterate (OECD, 2020). Additionally, fear of market volatility prevents many from investing: 45% of Europeans avoid investing due to fear of losing money (Allianz), and 55% of US millennials steer clear of stocks due to perceived risks (BlackRock).
Now, combine this with a lack of access to quality financial advice, with only 25% of adults in Europe having ever consulted a financial adviser (International Journal of Bank Marketing).
Alpineyards Technologies aims to tackle this crisis by empowering financial advisers with our innovative platform. And by thus making financial guidance more accessible and effective, AYT aims to reduce underinvestment’s negative effects, foster economic resilience, and decrease societal inequality.
— OUR FOUNDING TEAM
Empowering Financial Advisers to scale their expertise.
We build data-driven products that leverage the latest technologies to empower Financial Advisers to help more clients – Easier, Faster, Smarter.
Combining deep experience across Financial Services and the latest Technologies, with a proven track-record in getting complex projects delivered within large financial firms.
Michael Dornkasch
CEO
Michael has over a decade of experience in Financial Services across variety of functions incl. Strategy development, M&A, Product management as well as UHNWI Client Advisory for global Tier 1 banks, AMs and consultancies in Hong Kong, Zurich, New York and Singapore
Florian Schaule
CTO
Florian previously co-founded a start-up, serving as CTO and successfully scaling the team to 100 FTEs within four years. Alongside his academic background in AI/ML, he has expertise in developing intricate cloud-based B2B SaaS solutions
We use the latest technology to solve for some of our industry’s oldest problems, and help Wealth Managers re-focus on what truly matters.
