WealthZen is a wealth advisory and asset management firm that seeks to create a wealth management platform that is technology-led, client-centric and unbiased. In order to achieve this goal, our group is tasked to leverage machine learning and deep learning tools to obtain a robust understanding of our users. This understanding will then be extended to portfolio allocation, where suitable investment portfolios will be allocated to our users, given their identified characteristics.
In this project, we explored two main approaches which utilise machine learning and deep learning, on top of a user-profiling questionnaire as our data source, in order to achieve the goals set out by WealthZen.