Investment Navigator
- Company typePrivate
- Founded2014
- HeadquartersZürich, Switzerland
- Headcount11–50
- GTM typeB2B
- OfferingSoftware
Investment Navigator firmographics
Firmographics- Name
- Investment Navigator
- Legal name
- Investment Navigator AG
- Website
- https://investmentnavigator.com
- Company type
- Private
- Founded year
- 2014
- Operating status
- Acquired
- Headcount range
- 11–50 employees
- Ownership category
- akta.pro rank
Investment Navigator industry classification
Industry- Product category
- Regulatory Technology (RegTech)
- NAICS
- Portfolio Management and Investment Advice (523940)
- SIC
- Investment Advice (6282)
- akta.pro primary industry
- Fee-Based Advisory (FSAEAAAM)
- akta.pro secondary industries
- Digital Brokerage & Self-Directed Investing Platforms (FSAGAEAC), Managed Platforms & Wrap Programs for Private Clients (Model Portfolios, UMA/SMAs) (FSAAABAM)
Keywords
Where Investment Navigator is headquartered
LocationHeadquarters
- HQ city
- Zürich
- HQ country
- Switzerland
- HQ region
- Europe
Offices4 records
Markets served
Investment Navigator business model
Business model- GTM type
- B2B
- Offering type
- Software
- Cost components
- Personnel, Technology or R&D, Marketing or Sales, Operations
Revenue model
- Software/Subscription Services: B2B SaaS model providing compliance and eligibility assessment solutions to financial institutions. Services include product distribution checks, cross-border digitalization, and fund selling restrictions data.
Go-to-market motion2 records
Distribution channels3 records
Marketing channels3 records
Investment Navigator product offering
Product offeringCore offering
Investment Navigator operates a web-based SaaS information platform for banks and asset managers that provides real-time rule-based eligibility assessments for investment funds at ISIN-level granularity. The platform covers product distribution checks (Funds, ETFs, Structured Products, Equities, Bonds), cross-border digitalization of compliance manuals with API access, and an exclusive fund selling restrictions database covering more than 110,000 mutual funds and ETFs sourced directly from legal documentation.
Product overview
Investment Navigator offers a modular ecosystem-like infrastructure of tech-driven compliance solutions for financial institutions. The core offerings include Product Distribution Checks (automated eligibility assessments for funds, ETFs, structured products, equities, and bonds), Cross-border Digitalization (digitization of cross-border manuals with API access), and Fund Selling Restrictions (exclusive data set covering over 110,000 mutual funds and ETFs). The company was founded in 2014 and is headquartered in Zurich with representations in London, Madrid, and Singapore.
Differentiator
Problem solved
Functional benefit
Products and services
- Product Distribution Checks One-stop shop for automated unambiguous eligibility outcomes for Funds, ETFs, Structured Products, Equities, Bonds, and other financial products, down to specific instrument (ISIN) level. Includes regulatory rules assessment, product-specific restrictions, ESG/tax/document checks, and offering rules for domestic and cross-border investment and advisory processes. Designed for private banks, asset managers, and Swiss financial intermediaries.
- Cross-border Digitalization
Quantifiable outcome
- Automated eligibility assessments replacing manual compliance processes
- +1 more outcomes
Companies that use Investment Navigator
Customer profileNamed customers5 records
Segments4 records
Ideal customer profiles3 records
Investment Navigator technology and API
TechnologyTechnology focussed Yes
API detail
- Has API
- Yes
- API docs
- API detail
Core technology
AI maturity
App detail
Integration1 record
Feature5 records
Investment Navigator partnerships and signals
Strategic signalPartnerships
Four partnerships are on record, tiered flagship and core.
- aosphereflagshipAosphere, a global provider of online legal and compliance analysis solutions, acquired Investment Navigator to enhance its digital capabilities. The acquisition aims to develop new technology-driven compliance solutions for the finance sector, leveraging combined expertise.
- aosphereflagshipZurich-based Investment Navigator was acquired by aosphere to enhance its digital capabilities during a transformative period for the financial industry. The acquisition aims to develop new technology-driven compliance solutions leveraging combined expertise.
- BlackRock Aladdin WealthcoreBlackRock's Aladdin Wealth platform collaborates with Investment Navigator to improve cross-border compliance, regulatory checks, and portfolio management. The integration aims to enhance product suitability and transparency for advisors managing international investments.
- Asset Management PartnerscoreInvestment Navigator is well connected to leading asset managers and has established a strong best-in-class partner network. Multiple asset management partner logos are displayed on the partners page.
Scale indicators5 records
Recent moves6 records
Expansion highlights5 records
Investment Navigator competitors and assessment
Company assessmentBroad incumbents
- MSCI: MSCI is an incumbent provider of investment data, ESG ratings, and regulatory research to asset managers and asset owners, with adjacent offerings to Investment Navigator in regulatory and ESG analytics for institutional investors.
- Morningstar: Morningstar is a global incumbent in fund data, analytics, ESG, and investment research used across the buy-side; its fund-data and research products partially overlap IMN's eligibility and distribution content as part of a much broader portfolio.
- LSEG (Refinitiv): LSEG, through its acquisition of Refinitiv, provides financial and regulatory data (including Lipper fund data) to the buy-side and sell-side, with overlapping fund-data and compliance content to Investment Navigator's distribution-eligibility scope.
- Bloomberg L.P. Bloomberg's Terminal and data products provide global market, regulatory, and fund data to financial institutions; Bloomberg's regulatory analytics capabilities overlap with IMN's compliance data offerings as part of a much wider platform.
Emerging players
- Fund Services / Compliance Data Vendors (e.g., Compliance Science / ACA Group): ACA Global's Compliance Science arm and similar compliance data vendors provide investment-advisor and fund-distribution compliance content and monitoring used by asset managers and distributors, overlapping with IMN's regulatory-eligibility and product-distribution checks at a narrower scope.
Direct peers
- FE fundinfo: FE fundinfo provides global fund data, ESG, and regulatory distribution content to asset managers, fund providers, and platforms across Europe, with overlapping coverage of eligibility, fund metadata, and cross-border distribution data relative to Investment Navigator.
- Confluence Technologies: Confluence provides investment data management, regulatory reporting, and fund-servicing workflow software used by asset managers and fund administrators globally, with adjacent compliance and data-management functionality to Investment Navigator's rules engine and fund-data set.
- Clearstream / Fundsquare: Fundsquare, part of Clearstream (Deutsche Börse), provides fund order routing, settlement, and cross-border distribution/regulatory data services to asset managers and distributors, overlapping with IMN's fund distribution infrastructure and eligibility content.
- aosphere: aosphere, the London-based online legal and tax analysis provider for cross-border investment, was a direct competitor to Investment Navigator on cross-border distribution rules and is now IMN's parent following the September 2025 acquisition.
- Kneip (now part of FE fundinfo): Kneip was a Luxembourg-headquartered fund data management and cross-border distribution specialist covering document collection, AIFMD reporting, and distribution-restrictions content — the closest historical direct competitor to Investment Navigator before being acquired by FE fundinfo in 2022.
Market position
Strengths5 records
Weaknesses5 records
Competitive moat6 records
Key risks6 records
Key highlights6 records
Customer concentration
Investment Navigator social profiles
Digital presenceInvestment Navigator financial estimates
Financial estimateRevenue estimate
Valuation estimate
Investment Navigator leadership team
Management profileNumber of profiles
Profiles3 records
Investment Navigator subsidiaries and ownership
Company hierarchySubsidiaries3 records
Investment Navigator funding detail
Funding detailFunding overview
Funding rounds1 record
Investors1 record
Funding detail is available on the Subscription and Enterprise plan.Contact sales →
Investment Navigator 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 Investment Navigator
What does Investment Navigator do?
Investment Navigator operates a web-based SaaS information platform for banks and asset managers that provides real-time rule-based eligibility assessments for investment funds at ISIN-level granularity. The platform covers product distribution checks (Funds, ETFs, Structured Products, Equities, Bonds), cross-border digitalization of compliance manuals with API access, and an exclusive fund selling restrictions database covering more than 110,000 mutual funds and ETFs sourced directly from legal documentation.
Is Investment Navigator a public or private company?
Investment Navigator is a private company. It is classified as corporate owned and is currently acquired.
When was Investment Navigator founded?
Investment Navigator was founded in 2014. It employs 11 to 50 people.
Where is Investment Navigator based?
Investment Navigator is headquartered in Zürich, Switzerland, in the Europe region.
How does Investment Navigator make money?
One revenue line is on record: software/Subscription Services.
Who are Investment Navigator's main competitors?
Broad incumbents on record are MSCI, Morningstar, LSEG (Refinitiv) and Bloomberg L.P.. Fund Services / Compliance Data Vendors (e.g., Compliance Science / ACA Group) is listed as an emerging player. Direct peers are FE fundinfo, Confluence Technologies, Clearstream / Fundsquare, aosphere and Kneip (now part of FE fundinfo).
Does Investment Navigator have an API?
Yes. The digitized cross-border service content is available via API for seamless integration in other applications. The API enables financial institutions to access Investment Navigator's compliance data programmatically.
What industry is Investment Navigator in?
Investment Navigator's product category is Regulatory Technology (RegTech). Its primary akta.pro industry code is FSAEAAAM, Fee-Based Advisory, with a secondary code of FSAGAEAC, Digital Brokerage & Self-Directed Investing Platforms. Its NAICS code is 523940 and its SIC code is 6282.