InvestSuite is a B2B wealthtech company providing 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.
InvestSuite helps banks, brokers, wealth managers and other financial institutions serve their clients better with our suite of modern digital investment solutions.
InvestSuite was founded in 2018 by Bart Vanhaeren and Laurent Sorber. The company is headquartered in Leuven, Leuven, Belgium.
InvestSuite allows financial institutions to accelerate their digital wealth transformation via its AI-based digital investment solutions. Based on the iVaR-based portfolio construction framework, the company offers an end-to-end, customizable robo advisor, which provides an automated digital investment product that financial institutions can offer to their clients.
InvestSuite also provides solutions for multi-asset trading (SelfInvestor), quantitative portfolio construction (Optimizer) and a world-first for portfolio reporting (StoryTeller).
InvestSuite is backed by PMV and other undisclosed investors. The company raised €2M ($2.3M) in a latest round on April 02, 2020. This brings InvestSuite's total funding to $4.6M to date.