With the vision of making wealth management smarter, simpler, and more accessible, Valuelist is redefining how individuals and institutions manage their financial health. Founded in Latin America and now expanding its reach globally, Valuelist offers a SaaS platform designed to consolidate assets and insurance portfolios efficiently—bridging technology and human insight to empower both financial institutions and end users.
In this conversation, Hernán Alvarado, co-founder of Valuelist, shares how the company leverages hybrid AI, seamless integrations, and strategic partnerships to make wealth management more inclusive and effective—particularly for markets like the United Arab Emirates, where innovation and open-finance ecosystems are rapidly advancing.
How does Valuelist make wealth management more accessible and efficient?
A: Valuelist is a SaaS platform initially focused on high-net-worth clients, offering simplicity and order in wealth and insurance consolidation. Together with leading multi-family offices (MFOs) across Latin America, we identify and track key variables and functions that must be monitored to optimize and enhance personal and corporate wealth.
Today, our business model not only targets the B2B financial sector (such as MFOs and family offices) but also extends to B2B2C and B2C, allowing us to scale a more accessible and efficient service that promotes better financial literacy and overall financial health for individuals and companies alike.
Can your platform integrate with existing banking and investment systems?
A: Yes. We have developed strong technological capabilities that enable integration through APIs, FTPs, Excels, PDFs, and other channels. This flexibility allows Valuelist to connect seamlessly with diverse banking and investment systems currently in use.
How does hybrid AI improve onboarding and asset optimization for users?
A: In Latin America, there are still few available API ports in the banking and financial sector that allow fast onboarding for wealth and insurance registration. Therefore, our hybrid AI onboarding system, which combines artificial intelligence with human-assisted processes, enables us to quickly capture key variables from documents such as PDFs.
Once this information is processed within the platform, our modules use it to optimize the user’s wealth and insurance portfolios, enhancing both efficiency and performance.
Why is this SaaS platform attractive for family offices and investors in the Gulf region?
A: It’s particularly attractive because open banking and open finance are far more advanced in the Gulf than in Latin America. This means API connections can provide asset and insurance information more efficiently, allowing us to deliver greater financial visibility and healthier wealth management outcomes to clients in the region.
Are you seeking partnerships with financial institutions, investors, or wealth managers in the UAE?
A: Yes, we are actively seeking collaborations with financial institutions, banks, brokers, and family offices (FOs and MFOs) that share our vision of democratizing wealth management globally. We’ve already established partnerships with Elemento Alpha in Colombia—an MFO managing over USD 7 billion in AUM—and with Davant in Chile, a leading MFO with more than USD 1 billion in AUM.
We aim to build similar alliances in the UAE to accelerate our mission and foster innovation in wealth management across the Middle East.
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