Zenith One Online automated onboarding for financial advisors Country: UK | City: London | Employees: 5 Year Started: March 2016| Sector: AI Product stage: Prototype | Website: zenith.one Team Product Team Founders: What is it? ZENITH empowers financial advisors to acquire, advice Jacek Wojcik, CEO and manage mass affluent client’s assets as well as 10 years in financial advisory, recruited and trained improving the onboarding process, using cutting edge over 200 financial advisors, ran a team of 40 advisor's, technology on own brand! advice International HNWI Krzysztof Klein, CTO Revenue model: Software as a service (SaaS) 9 years of professional experience. Works for: AVEVA, LOTOS, BP. Successfully develop applications used by Scalability: Previous funding: 46,000 EUR millions of customers. Average monthly revenues: N/A Planned fundraising: N/A Employees, Advisors & Investors: Franciszek Kaliszweski, Employee Marcin Ostrowski, Advisor Piotr Bucki, Advisor Market What is the need or problem being satisfied? Currently large renowned financial advisor tend to have onerous and expensive onboarding processes with multiple forms to fill out. This leads to loss of interest from clients who go to their younger, client friendlier competitors. By allowing them to seamlessly and electronically onboard their clients, costs are reduced and new clients acquired. Competitive Advantage: We are aware that there are competitors such as Wealth Kernel, Wealth objects and other who are doing almost the same. However, none of them can implement the product in a few minutes for minimum price and understand how important simplicity and the customer journey is. Market Size: We have 94 financial advisory companies in the pipeline. We are connected to management boards or advisors working there. We have 10 companies with strong sales opportunity and 2 ambassadors who are connecting us to new customers. There are over 1000 companies in our database, created by our team, where we can implement our product.