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Inveert logo — Humanising financial advice in digital channels

Inveert

Humanising financial advice in digital channels

Founded 2019 Spain Spain 8 employees Pre Seed Total: $1.01M Financial Services, Fintech +2

General Information

Company Name Inveert
Founded Year 2019
Location Spain Spain +1
Founders / Decision Makers
Team member Team member
Employees 8
Industries Financial Services, Fintech, SaaS +1
Funding Stage Pre Seed
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About Inveert

Inveert is a financial technology startup based in Spain, founded in 2018. The company's slogan "Humanising financial advice in digital channels" encapsulates their mission to enable Investment Services Companies to present their best selves in digital environments. Inveert achieves this by harnessing the power of algorithms, contextual data analysis, and process automation, complemented by top-tier design and user experience elements to instill maximum confidence in investment proposals. The startup operates within the Financial Services, Fintech, SaaS, and Wealth Management industries. Inveert recently secured a €860.00K Pre Seed Round investment on 16 March 2022 from CASTIVENTURES, S.L. The company's approach seeks to create a win-win scenario, ensuring that digital customers receive a personalized experience while facilitating exponential sales scaling for the investment entity. Inveert's innovative approach to leveraging technology to enhance the digital customer experience and optimize sales processes positions the startup intriguingly within the burgeoning fintech landscape.

Taxonomy: investment services, digital channels, algorithms, contextual data analysis, process automation, customer treatment, sales scalability

Funding Rounds & Investors (3)

View All
Funding Stage Amount Investors Lead Investors Date
Pre Seed Round •••••• 1
Investor
16 Mar 2022
Non Equity Assistance •••••• 1
Investor
22 Jul 2021
Pre Seed Round •••••• - 20 May 2020

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FAQ About Inveert

Humanising financial advice in digital channels
Inveert was founded in 2019.
Inveert is headquartered in Spain.
Inveert operates in the following industries: Financial Services, Fintech, SaaS, Wealth Management.
Inveert has approximately 8 employees.
Inveert has completed 3 funding rounds, raising a total of $1.01M. The latest funding stage is Pre Seed.
Top alternatives and competitors to Inveert include Reform Digital, EZShop, Perrill, Level Africa, Tech for Campaigns. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Inveert and Reform Digital are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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