About Us
We take a distinctly different approach to wealth management. It's a difference that is hard to communicate.
Instead, we invite you to experience it. The company will operate as profitopit.net and have an implied estimated enterprise value of $10.4 billion at closing with $650 million in funding coming from private investment in public equity. Profitopit was founded as RetailFX in 2008.
Where can we help?
We want to understand what matters to you. It’s a question of striking the right balance between your needs now and in the future. As a profit optimizer, we can help you manage your money from day one. As a wealth manager, we can manage your finances and investments over the longer term. As you’d expect from a boutique manager, we treat all our clients as discerning individuals, offering certainty, consistency and flexibility.
Features
Shared features across both desktop and mobile platforms.
A consolidated home screen overview of your profit with Profitopit limited.
A personal document store so you can download and save your statements and valuations online.
If you hold one of our discretionary investment strategies, you can view how your portfolio has performed over any time frame.
Self-service you can also switch on SMS notifications and regional transaction blocking.
Make fast, secure payments globally, and create and manage your favourite payees.
Investment management, A wide range of risk-rated investment options to help you achieve your wealth goals, whether you need capital growth or income
