11/12/2025 SHRM Leaderboard
11/12/2025 SHRM Leaderboard

PaceUP Invest GmbH

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PaceUP Invest is the first holistic platform for financial education, planning and wealth building. Our goal is providing easy solution to financial wellbeing to our b2b clients with the use of AI and financial advisors for a hyper personalised experience.

Our financial and non financial institution clients have reduced the stress of their employees and clients, they are winning new clients, increasing their productivity and operational efficiency. With the AI (both generative and analytical), they are improving customer experience.

-Our customers have conversations in their own natural language so that they can delve deeper into the reports and ask the AI ‘questions’. For example, about technical terms or general in-depth information about the underlying market development, transactions carried out, etc. Our Gen AI recognises advisory approaches from the conversation and directs customers to the appropriate advisor.

- Simplified management of financial documents: Our Gen Chat allows users to upload financial documents and the AI evaluates, analyses, extracts insights and performs calculations quickly. Users can privately perform mathematical, economic and econometric analyses privately by asking text-based questions. Portfolio performance analyses can be easily performed on demand.

Company Details

Address
Julius Hatry Straße, 1
Mannheim 68163

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Categories

Employee Wellness/Fitness > Financial Wellness
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