Pioneering a new era in wealth management
For decades, the financial industry has lacked accountability. Not anymore. XV1 was created to revolutionize wealth management by equipping advisors with unparalleled insights into their clients’ financial futures. This gives investors peace of mind that they’re getting what they pay for, and promotes long-term relationships built on trust and data.
Stats
The numbers don’t lie
75%
of investors reported leaving or considered leaving their advisor in 2023.
XV1 provides tangible proof of your value through detailed projections and comparisons. By showcasing real results, you'll strengthen client relationships and improve long-term retention.
Source: Wealth Management, "Clients Ditched Advisors at Alarming Rates in 2023"
60%
of investors say trust is the most important factor when choosing an advisor.
With XV1, you can strengthen client relationships and build lasting trust through transparent, data-driven insights and measurable results.
Source: Financial Planning, "Clients value trustworthiness above all else when choosing an advisor — here's how advisors build that trust"
80%
of investors are more willing to refer an advisor who communicates more personally.
XV1 empowers you to provide clients with personalized insights that deeply resonate. This fosters stronger relationships and increases the likelihood of referrals.
Source: Wealth Management, "Clients Ditched Advisors at Alarming Rates in 2023"
Stats about the industry and levelsetting? IDK if that makes sense to these peope or if it feels like were bashing them but could be itneresting to be like we know its shitty, and you have a bad na,e, but lets add some value to what youre doing so that can be changed?
Investors
Meet our investors
We have support from these excellent firms, along with several notable angel investors.
Transform client relationships with a tool that provides
data-driven proof of your value.
Beau Walker
VX1 Developer
Transform client relationships with a tool that provides
data-driven proof of your value.
Press
In the spotlight
Stats about the industry and levelsetting? IDK if that makes sense to these peope or if it feels like were bashing them but could be itneresting to be like we know its shitty, and you have a bad na,e, but lets add some value to what youre doing so that can be changed?
News
Breakthrough In The Finance Industry With XV1 Simulations
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News
Why ou Shouldn't Just Focus On The Possibility Of Success
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News
Data Startup XV1 Is A Unicorn After Second Round Funding
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Let’s chat
Whether you have questions, need support, or want to experience XV1 firsthand, we're just a message away.
FAQs
Frequently asked questions
Who can benefit from XV1?
Anyone who wants to take control of their financial future. As a client, you’ll receive more accurate and tailored financial planning, backed by data-driven insights that empower you to make more informed decisions about your wealth.
How can I find wealth advisors using this product?
You can ask your advisor if they use XV1, or contact us directly to inquire about advisors in your area who do. We’re working on developing a directory of XV1-enabled advisors for easier access.
How do you use my financial data?
We use your financial data to run simulations and provide personalized advice. All data is encrypted and handled in compliance with industry-standard security protocols. We never sell or share your personal information.
Is this a one-time report or an ongoing process?
While you’ll receive an initial prospect report, your advisor will continuously update and refine your financial plan based on new data and changing market conditions, ensuring your strategy remains optimized for the future.
Can I use XV1 without an advisor?
No, XV1 is designed as a tool for wealth advisors. While the insights provided are valuable, interpreting and applying them effectively requires the expertise of a trained financial professional.
