Marlis Morin

GoUpscale is a sales enablement platform built for wealth and asset management, helping teams create engaging content, empower the front office and give leaders the insights they need to grow. While other industries have built modern strategies around it, many wealth and asset management companies are still relying on outdated, inefficient tools. The result is that sales teams are weighed down by brochures, PDFs and reports that clients ignore, and even relationship managers avoid using. This slows sales cycles, weakens engagement and eats into margins. At GoUpscale, we put sales enablement at the heart of wealth managers growth. ✅ Marketing and research teams produce compelling, client-ready materials that are 20x more engaging. ✅ Sales and relationship managers can activate and share content instantly, boosting conversion by 220% within three months. ✅ Real-time analytics and smart insights replace manual reporting and scale sales activity by 9x. At GoUpscale we believe in giving wealth managers the confidence, clarity and tools that make selling easier and smarter.

We love numbers! We are your financial and accounting services provider that utilizes modern agile organizational methods and AI tools to deliver simple and user-friendly solutions. At our all-in-one financial service provider, we are passionate about empowering businesses with knowledge and purpose. Our mission is to be your companion, guiding you through every twist and turn of your business growth, and providing top-notch financial support for your success. From accounting to payroll management and data-driven decisions, weve got tailored solutions for every challenge you face, allowing you to focus on driving your business forward. What sets us apart is our agility and flexibility. We adapt to your changing needs, empowering you with the right tools and insights at every step of your journey. Transparency and trust are the foundations of our client relationships. We offer competitive pricing, ensuring you get the most value for your investment, and handle your financial matters with expert care. Were not just number-crunchers; were your collaborators and strategists. Our passion for excellence drives us to go above and beyond, identifying opportunities and potential pitfalls in your financial data to align with your aspirations. Welcome to the partnership that thrives on your triumphs. Welcome to the next chapter of your business growth. Welcome to FinTrust Partners.

Kruncher transforms how venture capital and private equity firms operate by combining smart CRM functionality with deep AI-driven analysis. From screening opportunities to tracking portfolio companies, Kruncher ingests pitch decks, financials, fund knowledge and integrates with 20+ external sources to automate workflows and generate insights with 95%+ accuracy. Trusted by over 100 investment firms, Kruncher helps investors close deals faster, spot growth signals earlier, and focus their time on winning the best opportunities — all without the pain of manual data entry.

GoUpscale is a sales enablement platform built for wealth and asset management, helping teams create engaging content, empower the front office and give leaders the insights they need to grow. While other industries have built modern strategies around it, many wealth and asset management companies are still relying on outdated, inefficient tools. The result is that sales teams are weighed down by brochures, PDFs and reports that clients ignore, and even relationship managers avoid using. This slows sales cycles, weakens engagement and eats into margins. At GoUpscale, we put sales enablement at the heart of wealth managers growth. ✅ Marketing and research teams produce compelling, client-ready materials that are 20x more engaging. ✅ Sales and relationship managers can activate and share content instantly, boosting conversion by 220% within three months. ✅ Real-time analytics and smart insights replace manual reporting and scale sales activity by 9x. At GoUpscale we believe in giving wealth managers the confidence, clarity and tools that make selling easier and smarter.

We love numbers! We are your financial and accounting services provider that utilizes modern agile organizational methods and AI tools to deliver simple and user-friendly solutions. At our all-in-one financial service provider, we are passionate about empowering businesses with knowledge and purpose. Our mission is to be your companion, guiding you through every twist and turn of your business growth, and providing top-notch financial support for your success. From accounting to payroll management and data-driven decisions, weve got tailored solutions for every challenge you face, allowing you to focus on driving your business forward. What sets us apart is our agility and flexibility. We adapt to your changing needs, empowering you with the right tools and insights at every step of your journey. Transparency and trust are the foundations of our client relationships. We offer competitive pricing, ensuring you get the most value for your investment, and handle your financial matters with expert care. Were not just number-crunchers; were your collaborators and strategists. Our passion for excellence drives us to go above and beyond, identifying opportunities and potential pitfalls in your financial data to align with your aspirations. Welcome to the partnership that thrives on your triumphs. Welcome to the next chapter of your business growth. Welcome to FinTrust Partners.

Kruncher transforms how venture capital and private equity firms operate by combining smart CRM functionality with deep AI-driven analysis. From screening opportunities to tracking portfolio companies, Kruncher ingests pitch decks, financials, fund knowledge and integrates with 20+ external sources to automate workflows and generate insights with 95%+ accuracy. Trusted by over 100 investment firms, Kruncher helps investors close deals faster, spot growth signals earlier, and focus their time on winning the best opportunities — all without the pain of manual data entry.

Partners Group is a global private markets firm with USD 185 billion in assets under management and c. 2,000 professionals across 24 offices worldwide. We seek to generate superior returns through capitalizing on thematic growth trends and transforming attractive businesses and assets into market leaders. As a committed, responsible investor, we aim to deliver lasting, positive impact for all our stakeholders. We provide an innovative range of bespoke client solutions to institutional investors, sovereign wealth funds, family offices and private individuals globally. Partners Group has been listed on the SIX Swiss Exchange since 2006 (symbol: PGHN).