InvestSuite
Builders in Fintech has recorded 5 equity rounds for InvestSuite, most recently a series a round of €6M on 14 September 2022.
Added ·
- €16M
- Series A · €6M · 14 September 2022
Timeline
All funding rounds in the database
Product
White-label investment software and AI tools for banks and wealth managers
Wealth and investing
InvestSuite is a Belgian B2B investment technology company that supplies white-label software to banks, brokers, wealth managers and asset managers. Its products include Self Investor, a platform for self-directed retail investing; Robo Advisor, for goal-based automated portfolios; Portfolio Optimizer, an API-based portfolio construction framework built on its own drawdown-focused risk measure; StoryTeller, which turns portfolio and fund performance into personalised narrative reports; and Charlie, an AI investment agent. The company is headquartered in Leuven with offices in Lausanne and Boston.
Description from the company website · Source