Spin-off from the Financial Management for the Future (FM4F) research center of HEC Liège Management School, and grounded on a First Spin-Off grant from the Walloon Region, SOPIAD was incorporated in 2021.
Headquartered in Liège and member of fintech ecosystems (Fintech Belgium, LHoFT and ABBL FinTech Circle in Luxembourg), SOPIAD aims at simplifying investment decisions for non-professional investors.
Making investment decisions is more challenging than ever due to numerous options accessible, product sophistication and the vast amount of information available. Whether supported by bankers, financial advisors, robo-advisors or self-directed based on investor`s own research, investment decisions should be furthermore enabled.
On the one hand, average retail investors are overwhelmed by the total complexity of, and uncertainty associated with, the investment products available. It is difficult for individual investors who are not financially savvy to find, understand and compare this information in order to make an informed investment decision and choose a suitable product.
On the other hand, bankers and advisors must put their clients back at the heart of the investment equation. While captive investors are looking for closer connection with banks, new generations take up the investment baton and they are looking for more personalized & automated products & advices (“Netflix mode”).
SOPIAD stands for “Socrates Portfolio-Investor Adequacy”, which alludes to knowledge and self-awareness in the context of investing, we ultimately help financial intermediaries simplify their clients investing experience.
There is beauty in simplicity
Simplicity is a value they we do not only target in our products but it is also grounded in our DNA and in everything we do.
Being an university spin-off with a renowned scientific committee, we aim at applying scientific rigor in every products and solutions.
Because together we are stronger, we value co-creation, teamwork, and diversity of all forms.
While we are serious and passionate about what we do, we value attitude, fun and good food.
Independent board director in different Financial Services industries, Chair of Board
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Independent board director at Belfius Bank, Full Professor of Finance at HEC Liège
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Executive director with strong experiences in Wealth Management & Private Banking
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