InvestSuite provides as-a-Service wealth- and investment-management solutions to financial institutions, with products including multi-asset trading (SelfInvestor), quantitative portfolio construction (Optimizer) and portfolio reporting (StoryTeller). The company has expanded its presence across London, Madrid, Amsterdam, Warsaw, Copenhagen and Sydney and serves clients on four continents. Founded in 2018 and headquartered in Leuven, InvestSuite has been growing steadily and has nearly doubled headcount since March, from 25 to 45 employees, adding multiple senior hires and expanding its development and quant teams. Financially, the startup has raised €9 million to date. Recent fundraising and hiring are aimed at supporting continued global expansion and product development. InvestSuite is a Leuven-based B2B wealthtech company offering AI-based digital investment solutions to financial institutions. Billed as "wealthtech-as-a-service", its product suite includes multi-asset trading (SelfInvestor), quantitative portfolio construction (Optimizer), and portfolio reporting (StoryTeller). The company targets financial institutions that need to meet digital-native customer expectations and compete with disruptive B2C fintechs. Founded in June 2018, InvestSuite raised a €2 million seed extension and has raised €6 million to date. The new funding will be used to expand market reach, grow the team, and develop the product. Management says demand has accelerated over the last six to twelve months and the company is engaging institutions across Europe, the Middle East, Australia and Brazil. Investsuite provides a white-label advisory solution for financial institutions, using investment advice based on a proprietary algorithm. The company targets traditional banks and wealth managers, aiming to accelerate deployment of innovative wealthtech products. It was co-founded by CEO Bart Vanhaeren, an experienced banking specialist, and CTO Laurent Sorber, a PhD in Mathematical Engineering. Headquartered in Leuven, Belgium, Investsuite also maintains an office in Warsaw, Poland. In 2019 the startup planned to expand its product range with a next-generation retail trading platform. The company recently raised external capital to support its growth and product expansion.

Total raised

$8M

Funding rounds

3

Latest round

Equity

Latest activity

Dec 2020