Whitebox - Ihre digitale Vermögensverwaltung

Whitebox is a German-based Financial Services, Fintech startup, established in 2014 and offers superior digital asset management services, catering to individual investors. The company's core value proposition revolves around transparent, cost-effective, and high-quality wealth management, including ETF savings plans and retirement offers. Whitebox employs an active portfolio management approach based on a value investing philosophy, primarily focusing on undervalued asset classes represented by low-cost, exchange-traded index funds (ETFs). The firm collaborates with renowned partner Morningstar Investment Management to leverage the latest insights from financial market research and identify undervalued investment opportunities across various asset classes. The company has garnered several accolades, including being recognized as the "Best Robo-Advisors" by CAPITAL in 08/2022 and named "Robo-Advisor of the Year" in 2020, 2021, and 2022 by Brokervergleich. It has also received endorsements and commendations from entities such as extraETF and WirtschaftsWoche. Highlights of Whitebox's offerings include personalized asset management starting from €25, low fees ranging from 0.35% to 0.95% p.a. inclusive of trading costs, the ability to set and achieve individual investment goals, as well as tailored, trade- and tax-efficient portfolio rebalancing. The firm boasts maximum transparency, detailed reporting, and personal customer support, coupled with a native iOS and Android app for user accessibility. Addressing the need for risk disclosure, Whitebox explicitly outlines the associated financial risks, emphasizing the potential fluctuations and absence of guarantees for full capital repayment. In summary, Whitebox presents a compelling offering in the digital wealth management space, underpinned by its emphasis on transparency, cost-efficiency, and value-based investment strategies.