InvestSuite, the Leuven-based B2B wealthtech startup, today announced that it has successfully completed a new funding round, securing €3 million from PMV, AB Accelerator, 365.fintech and others. This is InvestSuites 2nd funding round this year and brings the total raised to €9 million since the company was founded in 2018.
InvestSuite provides automated investment solutions to help financial institutions retain their clients by addressing their rapidly-evolving digital needs and defend their market positions against nimble B2C fintech disruptors.
Bart Vanhaeren, CEO and co-founder of InvestSuite stated: “The opportunity for us is right now; The pandemic has strongly accelerated the digital wealth transformation journeys in our key financial services verticals, and our rapidly expanding global pipeline. The funding allows us to hone in on these opportunities.”
InvestSuite is headquartered in Leuven, Belgium, but has a growing international presence in London, Sydney, Warsaw, Copenhagen, Madrid and Amsterdam. Since March of this year the firm has grown from 25 people to 45, recently adding multiple senior hires to further fuel the expansion, as well as expanded its development and quant teams.
The fintech company offers cloud-native, modular wealthtech and investtech solutions to financial institutions all over the world, combining deep quant expertise and investment knowledge with a nice, intuitive human-centric design, and a comprehensive understanding of how the “backend” of a financial institution works.
InvestSuite’s modular, white-labelled end-to-end solutions can be used in an off-the-shelf way or highly customised depending on an institution’s requirements and time-to-market desires:
- Robo Advisor enables financial institutions to offer personal financial advice to mass affluent customers and HNWI, all wrapped in a human-centric design to give their customers the confidence to invest.
- Self Investor is an “execution-only” investment platform designed with retail investors in mind.
- StoryTeller is an innovative new way to tell the performance “story” of an end customer’s portfolio – from retail clients all the way through to ultra-high net worth individuals.
- Portfolio Optimizer enables financial institutions to deliver truly hyper-personalised portfolios at-scale to their clients with the focus on a “smoother ride”.
Bart Vanhaeren explains: “In our view, building InvestSuite with multiple innovative ‘investtech’ solutions is absolutely the right strategy. It enables us to talk to institutions of all sizes, all around the world, about a variety of challenges they may face and typically we are very well positioned to help them and, importantly, their end-customers, solve a particular challenge. Whether it is an accumulation, decumulation, lack of confidence in investing or an educational requirement, we deliver outstanding digital customer experiences that are win-win for both the financial institution and their end-customer.”
