InvestSuite

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.

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

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

• Digital wealth platform
• White-label investing
• Robo advisory software
• Portfolio analytics APIs
• Investment reporting tools

Headquarters

HQ city

Louvain

HQ country

Belgium

HQ region

Europe

Offices3 records

Markets served

GTM type

B2B

Offering type

Software

Cost components

Technology or R&D, Personnel, Marketing or Sales, Infrastructure, Operations

Revenue model

1. 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.
2. 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.
3. 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.
4. 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

Go-to-market motion3 records

Distribution channels5 records

Marketing channels8 records

Core 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

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

Yes

API docs

API detail

Core technology

AI maturity

App detail

Integration11 records

AI capability10 records

Feature9 records

Partnerships

Eight partnerships are on record, tiered core.

• EnquracoreStrategic or Co-development Partner · 4 June 2026Partnership 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.
• BenzingacoreTechnology or Integration · 2 April 2026Benzinga 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 or Co-development PartnerStrategic 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 1coreTechnology or IntegrationTrusted by SpareBank 1 as a wealth management leader using InvestSuite solutions.
• odeabankcoreTechnology or IntegrationTrusted by odeabank as a wealth management leader using Charlie AI Agent and other InvestSuite solutions.
• Franklin TempletoncoreStrategic or Co-development PartnerJoint 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.
• MorningstarcoreTechnology or IntegrationData provider integration for StoryTeller platform. Enables granular instrument data including price, composition, classification, and ESG metrics.
• RefinitivcoreTechnology or IntegrationData 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

Direct 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

• Xx.com/InvestSuite

Compliance2 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles12 records

Funding overview

Funding rounds8 records

Investors8 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about InvestSuite