Avenir is a London-based wealth management solutions provider that builds AI-powered personalised investing solutions and direct indexing technology for wealth managers and financial advisors. Its platform lets advisors integrate clients' values into investment strategies and create customised portfolios and exchange-traded funds (ETFs) aligned with clients' goals and principles. Avenir's tools aim to reduce administrative time for advisors while demonstrating tangible impact beyond financial returns. The company is led by CEO Jeremy Bensoussan and intends to use the new funding to expand operations and accelerate development efforts. Avenir raised $530K in a Pre-Seed round from SFC Capital, Techstars and angel investors, with involvement from financial institutions such as FNZ, JP Morgan and Morgan Stanley. Management highlighted the opportunity in the £1.2 trillion of assets under management within the UK wealth management sector.

Total raised

$1M

Funding rounds

1

Latest round

Seed

Latest activity

Apr 2024