Prumentum Group

Prumentum Group is a wealth-tech company that makes financial planning accessible to everyone, regardless of net worth.

A new wealth management startup called Prumentum Group is coming to market with a unique value proposition, looking to combine the technology chops of a roboadvisor with the human touch of a registered investment advisor. Prumentum Group is a wealth-tech company founded by Marthin De Beer and Robert Wallace to make financial planning accessible to everyone, regardless of net worth. Prumentum Group combines transformational digital capabilities and proven wealth management solutions with access to financial advisors, enabling more people to realize their dreams and aspirations. Prumentum Group created BrightPlan, a digital Registered Investment Advisor, and acquired a significant equity stake in Plancorp, a reputable wealth management firm, to create a Hybrid-Robo solution, pairing artificial intelligence and other cutting-edge technology with human advisors to provide personalized financial planning and wealth management services direct to consumers at scale.