Fintech Talents

Fintech Talents

Kallyas is an ultra-premium, responsive theme built for today websites.

T (212) 555 55 00
Email: sales@yourwebsite.com

Your Company LTD
Street nr 100, 4536534, Chicago, US


Content

STAY TUNED

Accurate advice – No Filter

by Our Community / Tuesday 16 July 2019 / Published in AI/Machine Learning, Featured, Fintech, FinTECHTalents, Innovation, Robotics, Start-ups

Bringing accurate robo-advice to retail investors on worldwide securities is a breeze for 80s music fan Nicholas Roe and his team at SelfieWealth.

What is SelfieWealth – what problem are you solving? 

I wouldn’t say we are problem solving, as we are a unique offering.  What we offer is pure robo-advisory on worldwide securities across 47 markets based on Time Series and price momentum data. We process two years of data each day for each security, the algorithms or robot, used are based around a neural network, multi-layer perception with proprietary factors that we continue to refine to produce an advice note for all securities and with the additional functionality of being able to construct portfolios.  Because of the nature of the inputs, the robot is at its most accurate between seven to 60 days in forecasting where prices will move to and because most executions, particularly in equities are machine driven now, it is remarkably accurate.

The origins of SelfieWealth came out of a B2B AI Project trial from 2013 – can you take us through that?

Not a B2B trial, more out of an academic exercise to produce a series of algorithms to forecast where market prices might go, with constant refinement and recalibration, the decision was taken in 2016 to commercialise the system.

Honestly – what is so different, compared with other robo-advisers?

Most robo-advisors are AI search engines, which calculate the subscribers risk profile in order to promote other firm’s financial products to invest in.  We don’t, we can work in the B2B space to help investment companies to manufacture and design robo funds and products, we offer pure market investment advice on traded securities only for retail professionals, we are the only pure robo advisory for globally traded listed securities in the UK.

Who came up with the name?

We looked at a series of different names, none of us liked SelfieWealth at first, but looking around we saw that our competitors were having difficulties in branding and differentiation with their company names, we realised very quickly that SelfieWealth as a brand name stuck in people’s minds and they remembered it.

What advice would you give new startups in this space?

Make sure you identify your target market segment properly and build a pitch around it.  If there are a lot of competitors in the space you are looking to occupy, how will you differentiate yourself?  Just having a product that does something slightly better or cheaper in a crowded space isn’t going to work unless you have a unique brand and a big marketing budget.  Make sure you make sound financial plans; you may find yourself running into financial difficulty quickly if you don’t know what everything costs.

We have an array of craft beers and independent music at FinTECHTalents – Give us a great song to listen to while we sip your favourite tipple  <== Please tell us the drink as well!

Breezin’ by George Benson being an 80’s fan, and a Long Island Iced Tea or Mojito!

Meet SelfieWealth – one of our 2019 FinTech Stories companies – at FTT19 this November.


Tagged under: FTS, FTT19, SelfieWealth, Splash

Recent Posts

  • Lending’s pressure test: What’s holding the industry back and how to break through

    In a rapidly evolving market, lenders are facin...
  • FTT Chats: Anant Patel, CEO of Judopay, wired in Fabrick

    ...
  • FTT Chat, FTT Payments, BR-DGE

    FTT Chat: BR-DGE share expansion plans and orchestration success

    Behind the checkout curtain: Helen Owen talks p...
  • Empowering Members, One Loan at a Time: A Conversation with Ciara Davies, CEO of Metro MoneyWise Credit Union

    Who says that credit unions can’t innovat...
  • Lending through change: A conversation with Simon Taylor, Melton Building Society

    Data, niches, and AI: Simon Taylor on the evolu...


  • Home
  • Call for speakers
  • View all events
  • Fintech Talents events
    • FTT Financial Services Futures 2025
    • FTT Fintech Festival 2025
    • FTT AI Transformation 2025
    • FTT Mutuals 2025
    • FTT Lending 2026
    • FTT Payments 2026
    • Fintech Talents Road Trip 2026
    • Fintech Talents North America 2026
  • FTT Embedded Finance & Super-Apps events
    • FTT Embedded Finance & Super-Apps Europe 2026
    • Customer Alpha Europe 2026
    • FTT Embedded Finance & Super-Apps North America East Coast 2026
    • Customer Alpha North America East Coast 2026
    • FTT Embedded Finance & Super-Apps North America West Coast 2026
    • Customer Alpha North America West Coast 2026
  • Future Identity events
    • Future Identity Festival 2025
    • FID Fraud & FinCrime – Fall Europe 2025
    • Future Identity Finance Europe 2026
    • FID Fraud & FinCrime – Spring Europe 2026
    • Future Identity Customer Europe 2026
    • FID Fraud & FinCrime – Summer Europe 2026
    • Future Identity Finance North America 2026
    • Future Identity Customer North America 2026
  • Past events
    • Breakfast briefing: Lending with intelligence 2025
    • Fraud prevention & customer experience webinar 2025
    • Open Finance & Consumer Duty webinar 2024
    • FTT SME Banking 2023
    • Unboxing the Next Generation of Embedded Finance 2023
    • FTT AI Transformation webinar 2024
  • Content
    • All Content
    • Interviews
    • Opinion
    • Videos
    • Digital Reports
  • VC INNOVATIONS – Accelerated Marketing

GET IN TOUCH

T +44 203 835 2829
Email: marketing@vcinnovations.co.uk

LONDON
85 Tottenham Court Road, London W1T 4TQ
Open in Google Maps

NEW YORK
477 Broadway, 2nd Floor, Suite 1033, New York, NY 10013
Open in Google Maps

QUICK LINKS

  • Home
  • About VC INNOVATIONS
  • Events
  • FAQs
  • LinkedIn
  • Twitter
  • YouTube
  • Instagram

RECENT POSTS

  • Lending’s pressure test: What’s holding the industry back and how to break through

    In a rapidly evolving market, lenders are facin...
  • FTT Chats: Anant Patel, CEO of Judopay, wired in Fabrick

    ...
  • FTT Chat, FTT Payments, BR-DGE

    FTT Chat: BR-DGE share expansion plans and orchestration success

    Behind the checkout curtain: Helen Owen talks p...
  • Privacy Policy

© VC Innovations 2018. All Rights Reserved.



TOP
 
SAVE £500 WITH THE EARLY BIRD BEFORE 5th SEPTEMBER
BOOK TODAY
 
 
SAVE £500 WITH THE EARLY BIRD BEFORE 5th SEPTEMBER
BOOK TODAY
 
 
SAVE £500 WITH THE EARLY BIRD BEFORE 5th SEPTEMBER
BOOK TODAY
 
Manage Consent
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behaviour or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}
Manage Consent
To provide the best experiences, we use technologies like cookies to store and/or access device information. Consenting to these technologies will allow us to process data such as browsing behaviour or unique IDs on this site. Not consenting or withdrawing consent, may adversely affect certain features and functions.
Functional Always active
The technical storage or access is strictly necessary for the legitimate purpose of enabling the use of a specific service explicitly requested by the subscriber or user, or for the sole purpose of carrying out the transmission of a communication over an electronic communications network.
Preferences
The technical storage or access is necessary for the legitimate purpose of storing preferences that are not requested by the subscriber or user.
Statistics
The technical storage or access that is used exclusively for statistical purposes. The technical storage or access that is used exclusively for anonymous statistical purposes. Without a subpoena, voluntary compliance on the part of your Internet Service Provider, or additional records from a third party, information stored or retrieved for this purpose alone cannot usually be used to identify you.
Marketing
The technical storage or access is required to create user profiles to send advertising, or to track the user on a website or across several websites for similar marketing purposes.
Manage options Manage services Manage {vendor_count} vendors Read more about these purposes
View preferences
{title} {title} {title}
Media & Associations Pass


Get involved


FTT Payments 2025 - Download previous attendee list


Download now


Press & Media Pass


Get involved



FTT Mutuals 2025 - Download previous attendee list


FTT AI Transformation 2025 - Download previous attendee list


Get involved


Get involved