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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
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Location

Zurich, Switzerland