By Vasyl Soloshchuk, CEO and Co-Owner at INSART
| Website | www.emotomy.com |
| Founded | 2014 |
| Clients | RIAs, banks, TAMPs (turn key asset management platforms) |
| Value proposition | Highly customizable digitalization of wealth management |
| Senior management | Dr. Patrick Beaudan, CEO Mari Kawawa, CFO |
Emotomy started as a marketing tool for clients of Belvedere Advisors, a SEC-registered RIA with $1.5B in assets. Belvedere Advisors sub-advises for other institutions who wanted to take advantage of Belvedere’s marketing platform. The platform was named Emotomy (
Emo
-emotions
tomy
-removed) and offered as a fintech service. Emotomy encompasses a full spectrum of tools, integrations, and strategies that each financial institution client can tailor to their business.
In order to tell me more about what makes Emotomy tick, Dr. Patrick Beaudan invited me to his lovely home overlooking the Golden State Bridge, in Tiburon, California.
