Overview
Sopiad offers tailored solutions including Safir for Wealth Managers, Life Insurers, and Fund Managers to simplify investment decisions for retail investors. The company provides scientific-backed resources and insights that consider sustainable preferences (ESG) alongside investment objectives and risk appetite, with features including profiling solutions, IBIP suitability scores, and automated monitoring.
Key people
In the news
- 𝗠𝗼𝗻𝘁𝗵𝗹𝘆 𝗥𝗲𝗰𝗮𝗽 – 𝗝𝘂𝗻𝗲 𝟮𝟬𝟮𝟲 A look back at last month’s key insights and events 👇 We explored why incumbent players struggle to meet HNWIs expectations, how important is personalization for wealth management, and why ESG trade-offs with risk and performance matters. We also publicly announced our agreement with MSCI to expand the range of structured data sources available within SAFIR in response to evolving regulatory and institutional requirements. 💡 On the ground, we took part in #Nexus2026 in Luxembourg
- 𝗨𝗦𝗗 𝟵𝟴.𝟯 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 in global HNWI wealth in 2025. 𝗨𝗦𝗗 𝟭.𝟱 𝘁𝗿𝗶𝗹𝗹𝗶𝗼𝗻 lost by traditional firms to competitors in 3 years. 𝗪𝗲𝗮𝗹𝘁𝗵 𝗶𝘀 𝗴𝗿𝗼𝘄𝗶𝗻𝗴. 𝗖𝗹𝗶𝗲𝗻𝘁 𝗹𝗼𝘆𝗮𝗹𝘁𝘆 𝗶𝘀 𝗻𝗼𝘁. The 𝗖𝗮𝗽𝗴𝗲𝗺𝗶𝗻𝗶 𝗪𝗼𝗿𝗹𝗱 𝗪𝗲𝗮𝗹𝘁𝗵 𝗥𝗲𝗽𝗼𝗿𝘁 𝟮𝟬𝟮𝟲 puts a number on what the industry already feels: traditional firms are losing wallet share because personalization is still largely a promise, not a practice. → 𝟰𝟭% of RM time goes to admin, not advice → 𝟵𝟭% of firms still segment by AUM band
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