InvestSuite
InvestSuite is a Belgian B2B WealthTech company providing white-label, API-first digital investing, robo advisory, AI agents, and reporting software to banks, wealth managers, RIAs, and fintechs across Europe, the US, the Middle East, and South America.
- Company typePrivate
- Founded2018
- HeadquartersLouvain, Belgium
- Headcount51–100
- GTM typeB2B
- OfferingSoftware
What InvestSuite does
InvestSuite is a Belgian B2B InvestTech / WealthTech company founded in 2018 and headquartered in Leuven, with additional offices in Lausanne and Boston. It provides modular, white-label digital investing software to financial institutions — including banks, wealth and asset managers, RIAs, and fintechs — across Europe, the USA, the Middle East, and South America. The product suite spans Self Investor (self-directed investing platform), Robo Advisor (goal-based automated portfolios), Charlie (conversational AI investment agent), StoryTeller (AI-native narrative performance reporting), Insight APIs (X-Ray stock scoring, News with sentiment analysis, ESG analytics, Monte Carlo), Portfolio Optimizer, Direct Indexing, Crypto Portfolios, and the proprietary iVaR human-centric risk measure. Invest in a Box packages the platform for the US RIA and community-bank segment with a 30-day deployment promise. The platform is API-first (OpenAPI 3.0), cloud- and broker-agnostic, ISO 27001 certified, and supports stand-alone, SDK, or pure-API integration patterns.
The company operates a subscription-based revenue model with quote-based enterprise pricing, supplemented by usage-based API fees and scoped Professional Services for custom integrations. Go-to-market combines direct enterprise sales with strategic channel partnerships — most notably First Rate (US wealthtech OEM), Enqura (KYC/onboarding), Morningstar, Refinitiv, Benzinga, Alpaca, Saxo, Avaloq, Franklin Templeton, and Cronos Group / OSOM Finance as strategic investors. Underlying technology is built on Python and Scala microservices, containerized with Kubernetes, and backed by Redis, MongoDB, and PostgreSQL.
InvestSuite has raised approximately €15 million in cumulative funding since inception, including a €6 million Series A in September 2022 led by strategic investors Cronos Group and OSOM Finance alongside existing backers PMV, 365.fintech, AB Xelerate, and Belfius Bank. Headcount sits in the 51–100 range, and recent activity (US market entry, Charlie and StoryTeller launches, Invest in a Box) indicates an active commercial scaling phase.
InvestSuite firmographics
Firmographics- Name
- InvestSuite
- Legal name
- InvestSuite
- Website
- https://investsuite.com
- Company type
- Private
- Founded year
- 2018
- Operating status
- Operating
- Headcount range
- 51–100 employees
- Short description
- InvestSuite is a Belgian B2B WealthTech company providing white-label, API-first digital investing, robo advisory, AI agents, and reporting software to banks, wealth managers, RIAs, and fintechs across Europe, the US, the Middle East, and South America.
- Ownership category
- akta.pro rank
InvestSuite industry classification
Industry- Product category
- WealthTech / Investment Platform Software
- NAICS
- Portfolio Management and Investment Advice (523940), Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC)
- akta.pro secondary industries
- Goal-Based & Micro-Investing Platforms (Round-ups, Fractional) (FSAGAEAG), Portfolio Construction & Asset Allocation Advisory (FSAEAAAC)
Keywords
Where InvestSuite is headquartered
LocationHeadquarters
- HQ city
- Louvain
- HQ country
- Belgium
- HQ region
- Europe
Offices3 records
Markets served
InvestSuite business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations
Revenue model
- B2B SaaS Platform Licensing: White-label B2B licensing of InvestTech modules to financial institutions. Modular pricing allows institutions to select specific solutions (Self Investor, Robo Advisor, StoryTeller, Charlie, Portfolio Optimizer, etc.). Platform deployed under institution's brand with configurable features.
- Invest in a Box: Packaged investing platform for RIAs and community banks with predictable annual platform fee. Includes Launch, Expand, and Tailor tiers with increasing scope. No user fee until minimum fee is reached. Third-party vendor contracts (brokerage, KYC, funding, market data) may require separate arrangements.
- API Usage Fees: API-first architecture enabling financial institutions to integrate modules via REST APIs. Usage-based or subscription-based API access with minimum requirements.
- Professional Services: Implementation, configuration, and deployment services for custom integrations. Custom broker/custody integration, custom SSO/IdP integration, and on-premises deployment scoped as Professional Services. Go-to-market services included in Expand tier of Invest in a Box.
Pricing tiers
| Model | Billing | Price |
|---|---|---|
| Subscription | Annual | Launch tier for core branded Self Investor setup with US ETF/equity universe, Alpaca connectivity, Azure hosting, market data, and launch content. |
| Subscription | Annual | Expand tier adds broader broker optionality (Saxo, Avaloq, Lemon Markets), second region, additional asset classes (mutual funds, crypto), multi-cash support, Charlie AI Agent, and go-to-market services. |
| Subscription | Annual | Tailor tier adds custom broker/custody integration, enterprise identity options, global geography, deployment flexibility, additional data options, and dedicated engineering support. |
| Subscription | Annual | Modular B2B licensing of individual InvestTech solutions (Self Investor, Robo Advisor, StoryTeller, Charlie, Portfolio Optimizer, Insight APIs, Direct Indexing, Crypto Portfolios). |
Go-to-market motion3 records
Distribution channels5 records
Marketing channels8 records
InvestSuite product offering
Product offeringCore offering
InvestSuite provides white-label B2B InvestTech modules to financial institutions, enabling them to launch digital investing and reporting capabilities on their existing stack. The modular suite includes a self-directed investing platform (Self Investor), an AI investment agent (Charlie), a Robo Advisor, narrative-driven performance reporting (StoryTeller), Insight APIs, a Portfolio Optimizer with proprietary iVaR risk measure, Direct Indexing, and crypto portfolio solutions, all deployable as standalone apps, embedded SDKs, or via REST APIs.
Product overview
InvestSuite offers a modular B2B InvestTech platform with white-label solutions for digital investing and reporting. The platform architecture consists of: Self Investor (core self-directed investing platform) which can include Charlie (AI investment agent) and Crypto in Self Investor; Robo Advisor (automated portfolio management); StoryTeller (narrative-driven client reporting); Insight APIs (X-Ray, News, Logos, ID Card for investment insights); Portfolio Optimizer (portfolio construction) using iVaR (proprietary human-centric risk measure); Direct Indexing (enhanced indexing); and Crypto Portfolios (digital asset management). Products are deployable as stand-alone apps, app-in-app (SDK), or API connection, on cloud or on-premise. Invest in a Box packages the complete platform for US RIAs.
Differentiator
Problem solved
Functional benefit
Products and services
- Self Investor White-label self-directed investing platform designed to educate, inspire, and grow with investors regardless of experience level. Can be deployed as a standalone offer or integrated into existing banking apps with full brokerage functionality.
- Charlie AI Investment Agent Conversational AI investment agent that connects portfolio context, guided workflows, documents, news, and order execution. Rebuilt from the ground up as a conversational AI agent for the entire investing experience.
- Robo Advisor Goal-based investment platform offering personalized portfolios with automated management, rebalancing, and risk profiling. Appeals to a diverse range of clients while reducing operational costs and growing AUM for financial institutions.
- StoryTeller AI-native narrative-driven performance reporting tool that uses storytelling techniques to tell customers the 'how' and the 'why' of their portfolio's performance. Integrates with Morningstar and Refinitiv data and includes AI agents for advisors.
- Insight APIs Suite of B2B API-enabled solutions including X-Ray (stock scoring on 8 dimensions), Logos, News API with sentiment analysis, ID Card API, Past Performance & Attribution API, Portfolio & ESG Analytics API, Monte Carlo API, Themes, Smart Search, and Inspiration APIs.
- Portfolio Optimizer Portfolio construction framework that enables cost-effective customization at scale. Uses iVaR or traditional risk measures (volatility, VaR, cVaR) to build hyper-personalized portfolios with explicit views, thematic investing, ESG tilts, factor tilts, and tax liability optimization.
- Crypto Portfolios Intelligent digital asset management solution using iVaR for crypto portfolio construction. Addresses limitations of traditional risk measures for digital assets and enables adding crypto to portfolios or building satellite crypto portfolios.
- Direct Indexing Enhanced and direct indexing solution enabling creation of fully personalized portfolios that follow any benchmark including customized benchmarks, with relative iVaR for effective long-term index tracking and tax liability optimization.
- Invest in a Box Complete branded investing platform packaging Self Investor and/or Robo Advisor with onboarding, funding, brokerage connectivity, and ongoing operation. Designed for US RIAs and community banks with 30-day deployment path, including Launch, Expand, and Tailor tiers.
Quantifiable outcome
- Go live in 30 days with Invest in a Box vs 12-18 months for typical enterprise implementations
- +2 more outcomes
Companies that use InvestSuite
Customer profileNamed customers6 records
Segments5 records
Ideal customer profiles4 records
InvestSuite technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration11 records
AI capability10 records
Feature9 records
InvestSuite partnerships and signals
Strategic signalPartnerships
Eight partnerships are on record, tiered core.
- EnquracorePartnership connecting KYC/onboarding and investment infrastructure into one API-first stack. Enqura's Fintech Five platform covers digital front door (KYC, KYB, authentication, onboarding, omnichannel orchestration). InvestSuite covers portfolio management, robo advisory technology, and investment infrastructure. Financial institutions can deploy combined stack under their own brand.
- BenzingacoreBenzinga supplies market intelligence datasets for Charlie AI Investment Agent. Datasets support real-time news, analyst sentiment, and market movement explanations within the platform, helping investors understand portfolio changes.
- First RatecoreStrategic partnership with First Rate, a leading U.S.-based wealthtech innovator. Integration of InvestSuite's award-winning StoryTeller platform into First Rate's Core 2.0, revolutionizing performance reporting for wealth managers worldwide.
- SpareBank 1coreTrusted by SpareBank 1 as a wealth management leader using InvestSuite solutions.
- odeabankcoreTrusted by odeabank as a wealth management leader using Charlie AI Agent and other InvestSuite solutions.
- Franklin TempletoncoreJoint research partnership with Franklin Templeton on goal-based investing in the UAE. Co-hosted webinar 'The Future of Better Investment Experiences' and produced quantitative research on retail investor motivations in the UAE market.
- MorningstarcoreData provider integration for StoryTeller platform. Enables granular instrument data including price, composition, classification, and ESG metrics.
- RefinitivcoreData provider integration for StoryTeller platform. Enables access to financial data supporting portfolio reporting and performance attribution.
Scale indicators5 records
Recent moves6 records
Expansion highlights6 records
InvestSuite competitors and assessment
Company assessmentDirect peers
- Personetics: AI-driven personalized engagement and financial insight platform for banks, embedding conversational AI and analytics into banking apps. Directly comparable to InvestSuite's Charlie AI agent and Insight APIs strategy.
- Addepar: B2B wealth management technology platform serving large RIAs, family offices, and private banks with portfolio analytics, reporting, and data aggregation. Direct competitor to InvestSuite in providing digital wealth infrastructure to financial institutions.
- Orion Advisor Technology: Wealthtech platform serving RIAs and advisors with portfolio accounting, reporting, and model marketplace capabilities. Comparable in targeting US RIA segment with Invest in a Box.
Broad incumbents
- Envestnet: Large incumbent wealth management platform providing portfolio management, reporting, and advisory technology to financial advisors and institutions. Comparable to InvestSuite in serving FI clients but with a much broader product portfolio and established US market presence.
- Avaloq: Swiss-headquartered wealth management technology provider (acquired by NEC) offering core banking and digital wealth platforms to banks globally. Direct competitor in European wealth management tech and pre-integrated broker of InvestSuite.
- BlackRock Aladdin: BlackRock's enterprise investment management platform offering portfolio construction, risk analytics, and reporting to large institutions. Comparable in serving FI clients with risk and portfolio construction tooling, though typically larger enterprise deployments.
- SS&C Advent: Established portfolio management and accounting platform serving asset managers and hedge funds globally. Comparable to InvestSuite's portfolio construction capabilities but historically targeting institutional buy-side firms.
Emerging players
- Wealthsimple: Canadian digital wealth platform offering self-directed investing, robo advisory, and crypto to retail clients. Comparable in product surface area (robo, self-directed, crypto, narrative reporting) but operates a B2C model rather than InvestSuite's B2B white-label model.
- Tink (Visa): Open banking and embedded finance platform (acquired by Visa) enabling banks and fintechs to build digital financial experiences via APIs. Comparable to InvestSuite's API-first architecture and embedded finance ambitions, though focused on payments/account aggregation rather than investment workflows.
Regional players
- Marqeta: Card issuing and embedded payments API platform serving fintechs and financial institutions. Comparable to InvestSuite in API-first B2B fintech infrastructure model but operates in payments rather than investment workflows.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat5 records
Key risks6 records
Key highlights7 records
Customer concentration
InvestSuite social profiles
Digital presenceInvestSuite compliance and trust
Trust signalCompliance2 records
InvestSuite financial estimates
Financial estimateRevenue estimate
Valuation estimate
InvestSuite leadership team
Management profileNumber of profiles
Profiles12 records
InvestSuite funding detail
Funding detailFunding overview
Funding rounds8 records
Investors8 records
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
InvestSuite 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 InvestSuite
What does InvestSuite do?
InvestSuite provides white-label B2B InvestTech modules to financial institutions, enabling them to launch digital investing and reporting capabilities on their existing stack. The modular suite includes a self-directed investing platform (Self Investor), an AI investment agent (Charlie), a Robo Advisor, narrative-driven performance reporting (StoryTeller), Insight APIs, a Portfolio Optimizer with proprietary iVaR risk measure, Direct Indexing, and crypto portfolio solutions, all deployable as standalone apps, embedded SDKs, or via REST APIs.
Is InvestSuite a public or private company?
InvestSuite is a private company. It is classified as venture growth investor backed and is currently operating.
When was InvestSuite founded?
InvestSuite was founded in 2018. It employs 51 to 100 people.
Where is InvestSuite based?
InvestSuite is headquartered in Louvain, Belgium, in the Europe region.
How does InvestSuite make money?
Four revenue lines are on record. B2B SaaS Platform Licensing is the primary driver. The others are invest in a Box, API Usage Fees and professional Services.
Who are InvestSuite's main competitors?
Direct peers on record are Personetics, Addepar and Orion Advisor Technology. Broad incumbents are Envestnet, Avaloq, BlackRock Aladdin and SS&C Advent. Emerging players are Wealthsimple and Tink (Visa). Marqeta is listed as a regional player.
Does InvestSuite have an API?
Yes. InvestSuite products can be smoothly connected to applications via REST APIs. All data, functionalities and application management features are available via REST API, compliant to the OpenAPI 3.0 specification. The API supports seamless integration patterns including standalone apps, app-in-app (SDK), and API-only deployment options. Developer documentation is at www.investsuite.com/technology.
What industry is InvestSuite in?
InvestSuite's product category is WealthTech / Investment Platform Software. Its primary akta.pro industry code is FSAGAEAC, Digital Brokerage & Self-Directed Investing Platforms, with a secondary code of FSAGAEAG, Goal-Based & Micro-Investing Platforms (Round-ups, Fractional). Its NAICS code is 523940 and its SIC code is 6282.