Easyvest

What Easyvest does

Easyvest is a Brussels-headquartered Belgian fintech founded in 2015 that operates an index-based investing platform combining algorithmic portfolio management with human wealth-manager advisory support. The company is authorized and regulated by the Belgian Authority for Financial Services and Markets (FSMA) as a portfolio management company and insurance broker, and runs a wholly-owned approved professional pension organisation (Easyvest OFP). Its product surface spans retail ETF-based accounts (Individual, Joint, Minor Child, Usufruct, Company, Periodic Retirement Income), pension solutions (CIPA for the self-employed, a Pension Plan for Employees, and a free Pension Aggregator mobile app), and a premium Wealth Management service for portfolios starting at €250,000 with tiered fees descending from 0.50% to 0.40% as assets grow.

The platform is built around passive index investing using ETFs, with onboarding handled through an online questionnaire and portfolio simulation, and execution supported by dedicated wealth managers for higher-value or complex cases such as estate structuring and company-director situations. Easyvest monetizes exclusively through asset-based management fees ranging from 0.4% to 1.4% per year depending on product and portfolio size, with general investing accounts starting at 0.9% and wealth management accounts above €250K priced at 0.50%, 0.45%, and 0.40% across the €250K-€1M, €1M-€2.5M, and €2.5M+ tiers respectively. The company reports €437 million in assets under management across 5,925+ clients and is led by CEO Matthieu Remy.

Go-to-market is hybrid and Belgium-domiciled: digital self-serve acquisition (web, iOS/Android app, content marketing, paid search and social) is layered with human-led conversion mechanisms including Easylunch educational events, free comparative portfolio audits, and direct sales of wealth management services. The company raised €3.1M in June 2023 from finance&invest.brussels and local family offices, and approximately $14.27M in October 2024 in a round led by Belfius Bank and SFPIM. Recognitions include three consecutive "Best in Test" robo-advisor awards from Testachats, Belgium's leading consumer association.

Name

Easyvest

Legal name

Easyvest NV/SA

Website

https://easyvest.be

Company type

Private

Founded year

2015

Operating status

Operating

Headcount range

11–50 employees

Short description

Easyvest is a Brussels-based Belgian FSMA-regulated robo-advisor and wealth manager offering low-cost, ETF-based index investing, pension products, and dedicated wealth management services to Belgian retail and high-net-worth clients.

Ownership category

akta.pro rank

Product category

Digital Wealth Management

NAICS

Portfolio Management and Investment Advice (523940), Agencies, Brokerages, and Other Insurance Related Activities (5242)

SIC

Investment Advice (6282), Insurance Agents, Brokers & Service (6411)

akta.pro primary industry

Hybrid Advice (Advisor + Digital) Platforms (FSAAAAAE)

akta.pro secondary industries

Comprehensive/Full-Service RIAs & Independent Wealth Managers (FSAAACAA), Digital/Hybrid Private Wealth (Robo-Enabled HNW Service) (FSAAABAO)

Keywords

• Robo-advisor platform
• ETF portfolio management
• Index-based investing
• Private wealth management
• Pension plan administration

Headquarters

HQ city

Brussels

HQ country

Belgium

HQ region

Europe

Offices1 record

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Revenue model

1. Asset Management Fees: Easyvest charges management fees as a percentage of assets under management. Fees range from 0.4% to 1.4% per year depending on the product type and investment amount, with wealth management services charging 0.40%-0.50% for portfolios above €250,000.

Pricing tiers

Distribution channels4 records

Marketing channels8 records

Core offering

Easyvest is a Belgian FSMA-regulated robo-advisor and wealth manager that builds and manages low-cost, ETF-based index portfolios for individuals, couples, families, companies, and high-net-worth clients. Its offering spans multiple account types (Individual, Joint, Minor Child, Usufruct/Bare Property, Company, Periodic Retirement Income), tax-advantaged pension products (CIPA for self-employed, the first ETF-based employee pension plan in Belgium), a free Pension Aggregator mobile app, and a premium Wealth Management service for portfolios starting at €250,000 with dedicated private wealth managers.

Product overview

Easyvest is a Belgian robo-advisor and index investing platform offering a unified ETF-based investment ecosystem. The core offering consists of multiple account types (Individual, Joint, Minor Child, Usufruct/Bare Property, Company Accounts, and Periodic Retirement Income) built on a passive index-investing approach. These are complemented by pension products including CIPA for self-employed professionals and a Pension Plan for Employees. The company also offers a free Pension Aggregator mobile app and a premium Wealth Management service for high-net-worth clients with portfolios starting at €250,000. Additional services include free portfolio audits and educational tools. All offerings are unified by Easyvest's index-based investment philosophy, competitive fee structure starting from 0.4%/year, and FSMA-regulated portfolio management services.

Differentiator

Problem solved

Functional benefit

Products and services

• Individual Account Core ETF-based investment account for an individual investor, described as the most classic, performant and low-cost account for personal investing with Easyvest's index-based approach.
• Joint Account ETF-based investment account for a couple, married or not, allowing shared investing goals and combined portfolio management.
• Minor Child Account Investment plan tailored for children, designed to put kids on track financially through long-term index-based investing.
• Usufruct / Bare Property Account Estate-planning investment account where the usufructuary receives the income and the bare owner receives the capital at the end of the usufruct.
• Company Account Investment account for sole proprietorships, SMEs, or larger companies to invest excess cash on an index-based portfolio.
• Periodic Retirement Income Service that generates a periodic revenue from the capital a client entrusts to Easyvest, used to create an automatic annuity while preserving capital.
• CIPA (Company Individual Pension Agreement) Tax-efficient supplementary pension for self-employed professionals (CIPA) with fiscal optimisation and 80%-rule guidance, managed on Easyvest's index-based platform.
• Pension Plan for Employees ETF-based occupational pension plan for employees, offered to employers as a group benefit, delivered through Easyvest's FSMA-approved professional pension organisation (Easyvest OFP).
• Pension Aggregator App Free mobile app that collects all of a user's Belgian pension data in one place and lets them start an investment plan to reach their retirement financial goals.
• Wealth Management Service Premium wealth management service for portfolios starting at €250,000, providing dedicated private wealth managers, personalised financial planning, estate structuring, and management of complex situations including company-director cases, on Easyvest's index-based platform.
• Free Portfolio Audit Free comparative analysis of a prospect's current investment portfolio, benchmarking risk exposure, total costs, and performance against an equivalent Easyvest index-based portfolio.

Quantifiable outcome

• Belgian banks are 5 times more expensive than Easyvest
• +2 more outcomes

Named customers6 records

Segments5 records

Ideal customer profiles4 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration7 records

Feature1 record

Scale indicators6 records

Recent moves6 records

Expansion highlights6 records

Direct peers

• Curvo: Belgian index-investing robo-advisor offering ETF-based portfolios with a similar low-cost, passive-investment thesis to Easyvest. Direct competitor for Belgian retail investors seeking automated wealth management.
• Scalable Capital: European robo-advisor and broker with German roots, offering ETF-based portfolio management and self-directed trading across multiple European markets. Directly comparable business model with hybrid digital-plus-advisor service.
• Yomoni: French robo-advisor offering ETF-based managed portfolios with human advisor support. Highly comparable model in a neighboring Francophone market, relevant for cross-border expansion benchmarking.
• Moneyfarm: UK- and Italy-based digital wealth manager combining robo-advisor portfolios with access to human advisors for HNW clients. Comparable hybrid model and tiered pricing structure aimed at mass-affluent and HNW segments.
• Nutmeg: UK-based robo-advisor offering globally diversified ETF portfolios with managed and fixed-allocation products. Comparable hybrid advice model and fee structure targeting UK retail and HNW clients.
• DEGIRO: European low-cost broker with strong Belgian presence offering self-directed ETF investing. Direct competitor for cost-sensitive Belgian DIY investors considering Easyvest's robo-managed accounts.

Regional players

• MeDirect: Belgian digital bank and wealth manager offering investment products, savings, and wealth management services. Operates in the same Belgian market with overlapping customer segments but broader banking focus.
• Keytrade Bank: Belgian online bank and broker offering investment accounts and trading services. Competes for the same cost-conscious Belgian retail investor segment with similar self-service digital platform.
• BinckBank: Belgian-Dutch online broker offering trading, investment, and wealth management services. Operates in Belgium with overlapping target customer segments for self-directed and advised investing.

Broad incumbents

• Belfius Bank: One of Belgium's largest banks and a recent strategic investor in Easyvest. Offers traditional wealth management and is a logical incumbent partner/competitor for Belgian retail and HNW wealth advisory.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key highlights7 records

Customer concentration

• Xx.com/helloeasyvest
• YouTubeyoutube.com/channel/UCq5j0wsFtGNEAwRJvnPyReA/featured
• Facebookfacebook.com/easyvest
• LinkedInlinkedin.com/company/easyvest

Compliance4 records

Revenue estimate

Valuation estimate

Number of profiles

Profiles3 records

Subsidiaries1 record

Funding overview

Funding rounds3 records

Investors4 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 Easyvest