Greenbox

Strategic planning, opportunity assessment, brand strategy

We are about to experience the greatest transfer of wealth in human history. An estimated $84 trillion in assets is set to change hands through 2048. Independent Registered Investment Advisors (RIAs) that can meet the next generations' expectations can seize the lion’s share of this money shift. The first Turnkey Ecosystem for Asset Management, Greenbox provides RIAs with a radically new architecture and UI with AI deployment so they can truly manage wealth without limits. 

Credits

Agency Parsons External Engagement Studio

Role Strategist

Team Pietro Cappellini and Timo Vreux-Gerbier