Sign In
Get Clay Free →

Suggestions

    Patrik Schär

    Founder & CEO at Selma Finance

    Patrik Oliver Schär, CFA is the Co-Founder and CEO of Selma Finance, a Swiss-Finnish robo-advisor company that provides AI-powered financial advisory services.14

    Key points about Patrik Schär:

    1. Background:

      • Former banker with over 10 years of experience in the Swiss banking industry14
      • Holds a CFA (Chartered Financial Analyst) designation5
    2. Education:

      • Completed his Master's degree in Copenhagen, where he was exposed to the startup environment1
    3. Career transition:

      • Moved from a comfortable banking job to co-founding Selma Finance1
      • Founded Selma in 2016 with three other co-founders: Kevin, Mikael, and Valeria14
    4. Role at Selma:

      • As CEO, he oversees strategic questions, partnerships, investors, HR topics, and financial algorithms1
      • Remains involved in customer interactions to ensure the company is developing in the right direction1
    5. Vision:

      • Aims to make investing simpler and more accessible through AI-driven financial advisory23
      • Focuses on providing personalized financial advice and wealth management solutions3
    6. Achievements:

      • Under his leadership, Selma has grown to serve over 14,000 clients with CHF 270M+ assets under management as of August 20243
      • The company has seen a 27% year-over-year revenue growth3

    Patrik Schär's journey from traditional banking to fintech entrepreneurship reflects his commitment to revolutionizing personal finance and making wealth management more accessible and transparent.13

    Highlights

    Jan 1 · selma.com
    About the company and culture - Selma Finance
    About the company and culture - Selma Finance
    Selma | Crowdfunding Campaign | Seedrs - Republic Europe
    Apr 20 · thepoorswiss.com
    Interview Of Patrik Schär - CEO Of Selma Finance, Robo-Advisor
    Jan 1 · selma.com
    Selma Finance
    Apr 29 · investinghero.ch
    Interview with the Boss: Patrik Schär, CEO Selma Finance
    Interview with the Boss: Patrik Schär, CEO Selma Finance
    Jan 1 · rocketreach.co
    Selma Finance Information - RocketReach

    Related Questions

    What inspired Patrik Schär to transition from banking to founding Selma Finance?
    How does Selma Finance differentiate itself from other robo-advisors?
    What are some of the key challenges Patrik Schär faces as CEO of Selma Finance?
    How has the COVID-19 pandemic affected Selma Finance's operations?
    What is Patrik Schär's approach to strategic planning at Selma Finance?
    Patrik Schär
    Patrik Schär, photo 1
    Patrik Schär, photo 2
    Add to my network

    Location

    Zurich, Switzerland