Inveert
Sevilla
About Inveert
Inveert develops software solutions for financial institutions within the wealth management sector. Although mass market and mass affluent clients value humanised and personalised financial advisory, financial institutions cannot offer it simply because it's not profitable to provide human-based wealth management to clients with AuM less than $300,000. Inveert makes it possible to provide ongoing advisory services to the underserved affluent and mass affluent market by tackling 3 main pain points financial institutions have that, so far, nobody had figured out how to do properly: 1) Difficulty in prospecting clients; 2) Low conversion rate; 3) Poor client retention.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 11 – 50
- Estimated revenue: $1K – $10K
- Total funding: $1.1M
- Funding stage: Seed
- Last round: Pre-Seed (Mar 2022)
- Website: inveert.com
- Phone: +34 60-757-0790
Industries & Categories
Financial Services, FinTech, SaaS, Wealth Management
Social Profiles
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