SmartMoney
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About SmartMoney

Your Partner in Financial Success

Our History

Our Story

SmartMoney was founded in 2012 by a group of financial experts who saw a gap in the market for transparent, client-focused financial services across Europe.

What began as a small advisory firm in Amsterdam has grown into a respected financial institution with offices in major European cities and a team of over 80 financial professionals.

Our mission has always been to demystify finance and make expert financial guidance accessible to everyone. We believe that financial literacy and proper planning are the foundations of financial freedom.

Today, SmartMoney serves thousands of clients across the EU, helping them navigate complex financial decisions and build secure financial futures.

Our Purpose

Our Mission & Values

Our Mission

To empower individuals and businesses across Europe to achieve financial freedom through expert guidance, education, and personalized strategies.

Our Vision

To be the most trusted financial advisory firm in Europe, known for our integrity, expertise, and commitment to client success.

Our Values

Integrity, transparency, excellence, innovation, and client-centricity are the core values that guide every aspect of our business.

Our Experts

Meet Our Leadership Team

Jan van der Berg

Jan van der Berg

CEO & Founder

Former investment strategist with 20+ years of experience in European financial markets.

Elena Kowalski

Elena Kowalski

Chief Investment Officer

Certified financial analyst specializing in sustainable and ethical investment strategies.

François Dubois

François Dubois

Head of Financial Planning

Expert in cross-border EU financial planning and retirement strategies.

Isabella Romano

Isabella Romano

Client Success Director

Dedicated to ensuring exceptional service and positive outcomes for all SmartMoney clients.

Our Progress

Our Journey

2012

Founded

SmartMoney was established in Amsterdam with a team of 8 financial advisors.

2016

Expansion

Opened offices in Berlin, Paris, and Barcelona, serving clients across 15 EU countries.

2020

Digital Platform

Launched our digital platform, bringing financial advice to clients across all EU nations.

2025

Today

Now serving over 40,000 clients with a team of 80+ financial experts across Europe.

Recognition

Our Achievements

Most Innovative Financial Advisory 2024

European Financial Innovation Awards

Best Digital Financial Platform 2023

EU FinTech Excellence Awards

Top Wealth Management Firm 2022

European Wealth Management Forum

By the Numbers

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Clients

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EU Countries

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Offices

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€B+ Assets Managed

We're proud of our growth and the trust our clients place in us. Our focus on excellence, integrity, and client success has made SmartMoney a leader in financial advisory services across Europe.

Collaborations

Our Partners

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We collaborate with leading financial institutions across Europe to provide our clients with the best possible solutions and services.

Join the SmartMoney Family

Experience the difference that expert financial guidance can make in your life.

Contact Us Today