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Investfit logo — Investfit: world’s leading advice tool for optimising invest...

Investfit

Investfit: world’s leading advice tool for optimising investment strategy, goal-setting, insurance needs and projections

Founded 2014 Australia Australia 2 employees Series A Total: $1.50M Financial Services, Fintech +2

General Information

Company Name Investfit
Founded Year 2014
Location Australia Australia +1
Founders / Decision Makers
Team member
Employees 2
Industries Financial Services, Fintech, Insurance +1
Funding Stage Series A
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About Investfit

Investfit is a financial advice application that has gained recognition as the world's leading advice tool for optimizing investment strategy, goal-setting, insurance needs, and projections. Established in 2014 and headquartered in Australia, Investfit operates within the Financial Services, Fintech, Insurance, and Wealth Management industries. The company received a notable $1.50M Series A investment on 23 March 2017 from Sapien Ventures. Investfit's core function revolves around conducting billions of real-time calculations to identify the investment strategy that ensures the best retirement outcomes with a tailored level of confidence. It offers a holistic approach, allowing advisers and clients to model their financial assets, future cash flows, and goals such as retirement age, income, legacy, and significant expenditures like holidays, home renovations, or education fees. With its innovative approach, Investfit aims to elevate the quality of financial advice, reduce its cost, and mitigate compliance risks, thereby providing a comprehensive solution for both advisers and direct clients under their AFSL.

Taxonomy: financial advice, investment strategy, retirement planning, financial modeling, goal-setting, insurance needs, investment optimization, automated financial advice, real-time calculations, financial outcomes, compliance risk, retirement income, legacy planning, financial assets, cashflow management

Funding Rounds & Investors (1)

View All
Funding Stage Amount Investors Lead Investors Date
Series A •••••• 1
Investor
23 Mar 2017

Investfit Alternatives & Competitors

Investfit vs
Chicago Investment Advisory
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Investfit vs
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Investfit vs
Compound Wealth
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FAQ About Investfit

Investfit: world’s leading advice tool for optimising investment strategy, goal-setting, insurance needs and projections
Investfit was founded in 2014.
Investfit is headquartered in Australia.
Investfit operates in the following industries: Financial Services, Fintech, Insurance, Wealth Management.
Investfit has approximately 2 employees.
Investfit has completed 1 funding round, raising a total of $1.50M. The latest funding stage is Series A.
Top alternatives and competitors to Investfit include Chicago Investment Advisory, Perspective Financial Group Ltd, Compound Wealth, Capital Focused Private Wealth, Wealth Management Partners. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Investfit and Chicago Investment Advisory 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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