Invstr
Invstr is a London-based FinTech platform offering US retail investors a mobile app combining free investment education (Invstr Academy), brokerage, banking, crypto, and advisory services, with a teen-focused Invstr Jr custodial product.
- Company typePrivate
- Founded2012
- HeadquartersLondon, United Kingdom
- Headcount11–50
- GTM typeB2C
- OfferingServices
What Invstr does
Invstr is a London-headquartered consumer FinTech company founded in 2012 by Kerim Derhalli, formerly Global Head of Equity Trading at Deutsche Bank. The company operates a mobile-first investment platform targeting US retail investors — particularly beginners and teenagers — with a product suite that spans the full funnel from education to execution. Its core offering is the Invstr mobile and web app, which bundles commission-free brokerage (provided via a white-label arrangement with Apex Clearing), banking services including a Visa debit card and digital asset accounts (provided via Vast Bank, N.A.), cryptocurrency trading, insurance products, and SEC-registered investment advisory services (Invstr Financial LLC).
The platform is anchored by Invstr Academy, a free 85-lesson interactive investing course featuring quizzes, trophies, and certificates, which is also distributed as an audio podcast on Spotify. Adjacent features include Invstr Stats (portfolio analytics with proprietary scoring metrics including Power, Skill, Technique, Control, Stamina, and Experience plus Sharpe ratio and drawdown analysis), Fantasy Finance (a virtual trading simulator), Invstr Jr (custodial accounts and financial literacy content for teens), and a gifting/referral layer. The company runs a content-led go-to-market motion, with daily market news articles, a daily podcast (The Crunch), and active presence across six major social platforms (Facebook, Twitter, YouTube, Instagram, Snapchat, TikTok).
The business model is freemium-led: the Academy and basic portfolio tracking are free; revenue is generated through Invstr+ and Invstr Pro premium subscriptions (monthly cadence), brokerage transaction fees routed through Apex Clearing, advisory fees via Invstr Financial LLC, and likely interchange on the Visa debit card. Invstr is privately held under Marketspringpad Holdings with operating subsidiaries Invstr Ltd, Invstr Financial LLC, and Invstr Securities Ltd. The company has raised approximately $30.3M in disclosed funding across 2020–2021 from Finberg and Ventura Capital, though no subsequent rounds or revenue figures are publicly available.
Invstr firmographics
Firmographics- Name
- Invstr
- Legal name
- Invstr Ltd
- Website
- https://invstr.com
- Company type
- Private
- Founded year
- 2012
- Operating status
- Operating
- Headcount range
- 11–50 employees
- Short description
- Invstr is a London-based FinTech platform offering US retail investors a mobile app combining free investment education (Invstr Academy), brokerage, banking, crypto, and advisory services, with a teen-focused Invstr Jr custodial product.
- Ownership category
- akta.pro rank
Invstr industry classification
Industry- Product category
- Retail Investment & Banking Platform
- NAICS
- Securities and Commodity Contracts Intermediation and Brokerage (5231), Sales Financing (52222)
- SIC
- Security Brokers, Dealers & Flotation Companies (6211)
- akta.pro primary industry
- Credit & Overdraft Enablement (Credit Lines, Underwriting Integrations) (FSAGAAAJ)
- akta.pro secondary industry
- Embedded Lending & Credit (POS, Working Capital, Credit Lines) (FSAGALAD)
Keywords
Where Invstr is headquartered
LocationHeadquarters
- HQ city
- London
- HQ country
- United Kingdom
- HQ region
- Europe
Markets served
Invstr business model
Business model- GTM type
- B2C
- Offering type
- Services
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations, Infrastructure
Revenue model
- Securities Brokerage: Securities brokerage and custody services provided through Apex Clearing, a broker dealer registered with SEC and member of FINRA and SIPC. Revenue generated through transaction fees and account management.
- Investment Advisory Services: Advisory services provided by Invstr Financial LLC, an investment adviser registered with SEC. Premium subscription model for personalized investment advice.
- Banking Services: Banking products and services provided through Vast Bank, N.A., a nationally chartered bank and member of FDIC. Includes digital asset accounts.
- Premium Subscriptions (Invstr+, Invstr Pro): Tiered subscription services offering advanced features beyond the free academy. Invstr+ provides advisory services.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Freemium | Others | Free tier with full Academy access |
| Subscription | Monthly | Invstr+ with advisory services |
| Subscription | Monthly | Invstr Pro with advanced features |
Go-to-market motion1 record
Distribution channels4 records
Marketing channels5 records
Invstr product offering
Product offeringCore offering
Invstr is a FinTech mobile and web platform that combines commission-free investing and banking with a free 85-lesson investment education academy. It delivers integrated brokerage, advisory, banking, and crypto services to U.S. retail investors alongside gamified learning tools such as Fantasy Finance and the Invstr Jr custodial account for teenagers.
Product overview
Invstr is a fintech investment platform offering a comprehensive suite of products including the core Invstr brokerage app with banking, brokerage, crypto, and insurance services. The platform is complemented by Invstr Academy (free 85-lesson investing course), Invstr+ advisory services, Invstr Pro professional tools, Fantasy Finance for practice trading, Invstr Jr custodial accounts for teens, and Invstr Stats for portfolio analytics. Additional features include gifting, referral programs, and Crunch podcast for market news. Services are provided through partnerships with Apex Clearing (brokerage), Vast Bank N.A. (banking), and Invstr Financial LLC (advisory).
Differentiator
Problem solved
Functional benefit
Brands
- Invstr Academy: An interactive 85-lesson course on investing written by real experts, providing free financial education to users.
- Invstr+
- Invstr Pro
- Fantasy Finance
- Invstr Jr
- Gifting
Products and services
- Invstr Academy A free, interactive 85-lesson course on investing written by experts, with bite-sized lessons, quizzes, trophies, a personal glossary, and a graduation certificate. Targeted at beginner and aspiring individual investors, and also distributed as an audio podcast on Spotify.
- Invstr+ Subscription advisory service providing personalized investment guidance from Invstr Financial LLC, an SEC-registered investment adviser, for U.S. resident retail investors seeking managed advice.
- Invstr Pro Monthly subscription tier offering professional-grade investment tools and advanced features for active, experienced self-directed investors.
- Brokerage Commission-free securities brokerage and custody service for U.S. residents, enabling trading of stocks and other securities with custody provided by Apex Clearing.
- Banking Banking products for U.S. residents, including an Invstr Visa Debit Card and digital-asset accounts, provided through FDIC-member Vast Bank, N.A.
- Crypto Cryptocurrency trading and investment services integrated into the Invstr platform for U.S. resident retail investors.
- Insurance
Companies that use Invstr
Customer profileSegments3 records
Ideal customer profiles2 records
Invstr technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- No
- API docs
- API detail
Core technology
AI maturity
App detail
AI capability3 records
Feature5 records
Invstr partnerships and signals
Strategic signalPartnerships
Two partnerships are on record, tiered core.
- Apex ClearingcoreSecurities brokerage and custody services are provided by Apex Clearing, a broker dealer registered with the SEC and member of FINRA and SIPC. This is a critical B2B partnership enabling Invstr to offer brokerage services to retail investors.
- Vast Bank, N.A.coreBanking products and services including the Invstr Visa Debit Card and digital asset (cryptocurrency) accounts are provided by Vast Bank, N.A., a nationally chartered bank and member of FDIC. Enables Invstr to offer banking services without a bank charter.
Recent moves6 records
Expansion highlights5 records
Invstr competitors and assessment
Company assessmentEmerging players
- Greenlight: Teen-focused investing and financial literacy app with custodial accounts and educational content. Most comparable to Invstr Jr's teen-targeted custodial and financial literacy positioning.
Direct peers
- Robinhood: Commission-free retail brokerage and investing app targeting beginner and self-directed US investors with mobile-first UX and educational content. Directly comparable to Invstr's core brokerage and education-led offering.
- eToro: Global social investment platform offering commission-free trading, a copy-trading community, and educational content. Comparable to Invstr on the social/community investing angle and multi-asset brokerage.
- Acorns: Micro-investing app focused on beginner investors and long-term wealth building through automated round-ups and diversified portfolios. Comparable to Invstr's beginner-targeting strategy and educational positioning.
- Stash: Subscription-based investing app combining brokerage with educational content and guidance for new US investors. Closely comparable to Invstr's tiered freemium subscription model and beginner-investor focus.
- Webull: Commission-free mobile brokerage offering advanced analytics, paper trading, and educational resources. Comparable to Invstr on the analytics tools (Invstr Stats) and free educational content (Invstr Academy/Fantasy Finance).
- M1 Finance: Automated investing and brokerage platform combining self-directed trading with portfolio-building tools. Comparable to Invstr's Portfolio Builder and analytics-driven investing approach.
- Public.com: Social investing app offering commission-free brokerage, fractional shares, and community-driven investing experiences. Directly comparable to Invstr's social community and fractional/beginner-friendly investing features.
Broad incumbents
- SoFi: Full-stack consumer finance super-app combining brokerage, banking, lending, and crypto. Comparable to Invstr's multi-product stack (brokerage, banking, crypto, advisory) but at much larger scale.
- Charles Schwab: Large incumbent US brokerage and wealth manager with deep educational resources and advisory services. Comparable to Invstr's brokerage and advisory offerings, but serving a much broader customer base.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Invstr social profiles
Digital presenceInvstr compliance and trust
Trust signalCompliance3 records
Invstr financial estimates
Financial estimateRevenue estimate
Valuation estimate
Invstr leadership team
Management profileNumber of profiles
Profiles3 records
Invstr subsidiaries and ownership
Company hierarchySubsidiaries2 records
Invstr funding detail
Funding detailFunding overview
Funding rounds4 records
Investors2 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Invstr M&A and investment
M&A and investmentM&A
Investments
M&A and investment is available on the Subscription and Enterprise plan.Contact sales →
Frequently asked questions about Invstr
What does Invstr do?
Invstr is a FinTech mobile and web platform that combines commission-free investing and banking with a free 85-lesson investment education academy. It delivers integrated brokerage, advisory, banking, and crypto services to U.S. retail investors alongside gamified learning tools such as Fantasy Finance and the Invstr Jr custodial account for teenagers.
Is Invstr a public or private company?
Invstr is a private company. It is classified as venture growth investor backed and is currently operating.
When was Invstr founded?
Invstr was founded in 2012. It employs 11 to 50 people.
Where is Invstr based?
Invstr is headquartered in London, United Kingdom, in the Europe region.
How does Invstr make money?
Four revenue lines are on record. Securities Brokerage is the primary driver. The others are investment Advisory Services, banking Services and premium Subscriptions (Invstr+, Invstr Pro).
Who are Invstr's main competitors?
Greenlight is listed as an emerging player. Direct peers are Robinhood, eToro, Acorns, Stash, Webull, M1 Finance and Public.com. Broad incumbents are SoFi and Charles Schwab.
Does Invstr have an API?
No public API is recorded for Invstr.
What industry is Invstr in?
Invstr's product category is Retail Investment & Banking Platform. Its primary akta.pro industry code is FSAGAAAJ, Credit & Overdraft Enablement (Credit Lines, Underwriting Integrations), with a secondary code of FSAGALAD, Embedded Lending & Credit (POS, Working Capital, Credit Lines). Its NAICS code is 5231 and its SIC code is 6211.