WELCOME TO A 100% WEALTH MANAGEMENT NETWORK

This is the quickest and easiest part. Free online registration takes less than a minute: https://app.hubfinance.com/sign-up

• Take advantage of the application's many free features
• Explore the network by filtering company or member profiles
• Enhance your visibility at the heart of B2B finance and wealth management networks
• Analyze new matchmaking proposals tailored to your criteria
• Score your partners and receive recommendations
• Access exclusive events (lunches, forums, roadshows)
• Discover a set of continuous benchmarks on over 50 criteria
• Create private topic-based, regional or customized groups.
• Publish your content to an ultra-targeted audience

All you have to do is define your geographical criteria (e.g. country, city, 200 km around you), the segment (e.g. family offices, asset management companies, asset servicer...) and the subjects or issues in common, from a very detailed list of possibilities. Our algorithms adapt in a matter of seconds and determine the members who match you. You can then validate one or more proposals, and the matchmaking request is sent. As soon as you've accepted, a private communication channel (messaging platform) is available for you to exchange information.

Feedback is a gift, but also an essential means of contributing to the excellence of the sector. It can be anonymous (only your activity appears) or visible (your profile will be visible, but only to the rated company): the choice is yours.

You will be invited to rate a partner (a private bank, for example) on 16 criteria: Offer Quality (Customer Pricing, Attractiveness, Innovation, Partner Remuneration), Process Quality (Back-Office Excellence, Customer Experience, Digital Path, Responsiveness), Team Quality (Financial And Tax Engineering, Management Vision, Marketing Quality, Sales Team Availability), Company Quality (ESG Sensitivity, Financial Strength, Reputation, Notoriety). Should you wish, you can leave a comment.

This will enable us to refine the directory of companies according to your search criteria, but also to let the rated companies know their points of excellence or improvement, as well as their ranking in relation to their peers.

Digital is a great tool, but there's no substitute for the human touch. So, we bring our members together in different formats and in different countries, taking care to strike the right balance for high-quality networking. Our upcoming events can be viewed on this page: https://www.hubfinance.com/upcoming-events

Hubfinance has thousands of data points on a vast number of companies, fed by your feedback (B2B customer experience), our surveys and our algorithms. These scores and rankings enable us to better understand the sector, personalize your user experience, and enable major partners to master their performance improvement levers globally.

These sets of indicators, rankings and benchmarks currently cover four areas:

• B2C customer experience
• B2B customer experience
• Employer brand
• NextGen attractiveness

We'd be delighted to hear from you. Just get in touch via this form, and we'll be happy to talk to you.

Founded in Luxembourg, in October 2020 (under the name Datapunk S.A.) Hubfinance invested 18 months in R&D before unveiling itself in March 2022 at the first Family Offices & Asset Management Summit. The company has since expanded significantly in Luxembourg, as well as in France, Switzerland, Belgium, Italy and Monaco. We are currently opening two new markets a year, to offer even more opportunities to our members, whose issues often span several jurisdictions. Hubfinance is a hybrid team with market specialists (wealth management, asset management, life insurance, etc.) and a strong tech component, representing half of our workforce. We're growing fast and recruiting all the time, so don't hesitate to contact us if you're interested!