Value proposition

Collaborative platform uniting advisors, clients, data and technology for a new wealth planning experience.

Abbove is a wealth planning platform that empowers financial advisors to strengthen families over generations and offer them the peace of mind they deserve.

To achieve this goal, the platform helps financial institutions to thoroughly understand their clients’ situation by consolidating wealth information, to offer customized solutions with the help of powerful planning tools and simulators, and to permanently accompany their clients via a digital client interface.

As the only platform that connects advisors, the families they guide, their wealth information and specialised technology in one place, Abbove is an indispensable tool for financial institutions that want to lead their wealth management services into a new era of wealth planning.


FinTech, Financial planning, Estate planning, Wealth management, SaaS, BtoBtoC, WealthTech, digital transformation, private banking, family office, and data management