Q
Quanta CRM
Signed in as
PS
Priya Shah
user

Stefan KoppelProspectIn Progress

client · individual · Switzerland · Owner: Priya Shah

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Overview
Tags
HNWcrypto
Asset classes
CryptoEquities
Notes
HNW. Active in BTC + index hedges.
Created
Jun 18, 2026
Updated
Jun 18, 2026
Contacts
No linked contacts.
Activity timeline
AllCallsMeetingsEmailsNotes
  • note
    Mentioned interest in structured notes on BTC.
    Priya Shah · 2mo ago · Jun 10, 2026, 08:40 AM
Opportunities
  • Onboarding
    $5,000,000
    Referral · Next: Collect source-of-funds doc
Tasks
No tasks for this party.
Relationship status

Active status requires KYC approval. Outstanding: Source of funds, Beneficial ownership (institutions).

KYC / Compliance
CurrentIn Progress
Checklist progress3 of 5 complete
Accounts
No linked accounts. (Account linkage is read-only — sourced from upstream trading systems.)
Audit history
  • create
    Priya Shah · 1mo ago