Protagoras
Information by TrustFinance researcher
Protagoras is a digital solution for financial advisors. It offers unique risk profiling and country-specific tax functionality, addressing each investor’s specific situation and preferences. Their interactive, data-driven, algorithmic approach radically improves the understanding of client investment preferences and automates compliance with upcoming regulations. Protagoras solves massive risk, tax, and compliance issues for financial advisors by providing the most precise investor profiling platform.
Founded in 
Switzerland
Industry
- Other ServicePRIMARY
- Wealth Management
Financial
HQ Location

