iFuture Investments

What iFuture Investments does

iFuture Investments (MB "Ifuture investments") is a Lithuanian private financial advisory firm that delivers personalized financial planning, investment consulting, and financial literacy education primarily to individual families, with secondary exposure to Lithuanian SMBs and individual investors. The firm is structured as a small partnership (MB) under Lithuanian law, headquartered in Kaunas with its main office in Vilnius, and operates within the Baltic States. It was established in 2021 by co-founders Renata Medvedeva (CEO) and Olegas Medvedevas, with Gintarė Narkevičiūtė-Jurgelionė serving as Board Chairwoman, and has scaled to 251-500 employees organized into multiple sales and consultant groups under named group managers.

The firm's product portfolio is centered on the "Šeimos finansinis planas" (Family Financial Plan), built around the 50-30-20 budgeting methodology, and is supplemented by personal financial consultations, periodic investing services, loan advisory, property and investment life insurance, business consulting, and a "Dovanos naujagimiams" (Gifts for Newborns) life-event program. Revenue is generated through professional services and what appears to be commission-based distribution of third-party pension, life insurance, and investment products; pricing is quote-based and not publicly disclosed. The go-to-market is sales-led and relationship-driven, with direct consultation booked through the website, supported by a content marketing engine (blog, webinars, newsletter, Facebook, Instagram) and an active events calendar that includes the Children's Fair, Women in Business series, and the inaugural Turkey-Lithuania Business Forum co-organized with BTSO and the Lithuanian Seimas in 2024.

There is no proprietary technology platform. The technology footprint is limited to third-party SaaS consumption: ClickMeeting for webinar delivery and UAB Dokobit for e-signature. No API, SDK, mobile app, AI capabilities, or proprietary model is disclosed. The firm's competitive identity is built on financial literacy content, community event programming, and the public profile of its founder as a personal finance educator — a content-and-community model layered on top of a traditional commission-based advisory distribution structure.

Name

iFuture Investments

Legal name

MB "Ifuture investments"

Website

https://ifuture.lt

Company type

Private

Founded year

2018

Operating status

Operating

Headcount range

251–500 employees

Short description

iFuture Investments is a Lithuanian private financial advisory firm offering family financial planning, investment consulting, pension and insurance advice, and financial literacy education primarily to individual Lithuanian households, with secondary services for SMBs.

Ownership category

akta.pro rank

Product category

Financial Advisory Services

NAICS

Portfolio Management and Investment Advice (523940), Insurance Agencies and Brokerages (52421)

SIC

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

akta.pro primary industry

Insurance-Integrated Wealth Managers (RIA + Insurance Solutions) (FSAAACAI)

akta.pro secondary industry

Broker-Dealer Affiliated Wealth Advisory (FSAEABAB)

Keywords

• Financial advisory services
• Pension fund consulting
• Investment life insurance
• Family wealth planning
• Personal finance consulting

Headquarters

HQ city

Kaunas

HQ country

Lithuania

HQ region

Europe

Offices1 record

Markets served

GTM type

B2B and B2C

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales

Revenue model

1. Financial Consulting Services: The company generates revenue through financial consulting services, including family financial planning, investment consulting, insurance services, and pension planning. Services are delivered through personalized consultations and ongoing client relationships.

Go-to-market motion1 record

Distribution channels1 record

Marketing channels5 records

Core offering

iFuture Investments is a Lithuanian financial consulting firm that advises individual families and small businesses on pension funds, investment-linked life insurance, and family financial planning. The firm operates from its main office in Vilnius and a location in Kaunas, providing licensed personal financial advisory services across the Lithuanian market.

Product overview

iFuture Investments is a Lithuanian financial consulting company offering a portfolio of advisory services centered on family financial planning, investment consulting, and financial literacy. The core offerings include Family Financial Plans (based on the 50-30-20 budgeting methodology), personal Financial Consultations, and Periodic Investing services. The company also provides supplementary services including loans, property insurance, investment life insurance, and business consulting. Additional offerings target specific life events such as newborn gifts and educational webinars on financial topics. The company does not appear to offer a technology platform or software product, operating instead as a traditional financial advisory firm.

Differentiator

Problem solved

Functional benefit

Products and services

• Financial Consulting General personal financial advisory service offered to Lithuanian individuals, families, and small businesses, covering savings, investment selection, and ongoing financial guidance under Lithuanian regulatory frameworks.
• Pension Fund Advisory Advisory and selection service for Lithuanian pension fund products, provided to individuals and small businesses seeking retirement planning support.
• Investment Life Insurance Advisory Advisory service for investment-linked life insurance products, targeted at Lithuanian individuals and families seeking combined protection and investment outcomes.
• Family Financial Planning Comprehensive family-level financial planning service for Lithuanian households, integrating pension, insurance, and wealth structuring considerations into a single advisory engagement.

Segments3 records

Ideal customer profiles2 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Partnerships

Six partnerships are on record, tiered flagship, minor and core.

• Republic of Lithuania SeimasflagshipStrategic or Co-development Partner · 1 March 2024Co-organizer of the Turkey-Lithuania Business Forum along with iFuture Investments and BTSO. The forum began in the Seimas with participation from Lithuanian parliamentary and business leaders.
• Bursa Chamber of Commerce and Industry (BTSO)flagshipStrategic or Co-development Partner · 1 February 2024iFuture Investments, as authorized BTSO partner, co-organized the first Turkey-Lithuania Business Forum in Lithuanian history (February 29 - March 1, 2024). BTSO is one of the strongest and largest chambers in Turkey, uniting over 55,000 companies. The forum facilitated business connections between Lithuanian and Turkish companies, particularly in automotive and machinery industries.
• Memelio prisiminimas: pinigų namaiminorStrategic or Co-development Partner · 1 October 2023Educational partner for the 'Money History and Financial Literacy' event in Klaipeda. Jointly organized financial education excursion for students with this partner.
• Lithuanian Confederation of IndustrialistscoreStrategic or Co-development PartnerPartner organization in the Turkey-Lithuania Business Forum, represented by President Vidmantas Janulevičius at the event.
• Lithuanian Business ConfederationcoreStrategic or Co-development PartnerPartner organization in the Turkey-Lithuania Business Forum, represented by President Andrius Romanovskis at the event.
• Lithuanian Employers' ConfederationcoreStrategic or Co-development PartnerPartner organization in the Turkey-Lithuania Business Forum, represented by President Danas Arlauskas at the event.

Recent moves6 records

Expansion highlights5 records

Direct peers

• INVL Asset Management: Lithuanian-headquartered asset and wealth manager offering pension funds, investment funds, and advisory to retail and institutional clients; directly comparable to iFuture's pension-accumulation and investment-advisory focus on the Lithuanian market.
• Cobalt Capital: Lithuanian financial advisory and brokerage firm offering investment consulting and intermediation services to retail and SME clients; a direct, scale-comparable competitor in the Lithuanian family-and-SMB advisory niche.

Broad incumbents

• Luminor: Baltic universal bank serving Lithuanian households and SMEs with deposits, pensions, investment funds, and insurance brokerage; competes with iFuture for the same family and SMB financial-planning wallet.
• Šiaulių bankas: Lithuanian commercial bank with a growing retail investment and life-insurance offering; competes with iFuture for Lithuanian household savings, pension, and family financial-planning relationships.
• Swedbank Lithuania: Largest bank in Lithuania with a dominant retail wealth, pension, and insurance-distribution franchise; overlaps with iFuture across family financial planning, investment advice, and life insurance distribution, but competes from a full banking platform.
• Nordea Private Banking (Lithuania): Nordic private bank with a Lithuanian footprint serving high-net-worth households with discretionary portfolio management, pension, and life insurance advisory; competes with iFuture for the upper end of the Lithuanian wealth market.
• SEB Bank Lithuania: Major Nordic-owned universal bank in Lithuania offering pensions, life insurance, investment advisory, and loans to households and SMEs; competes with iFuture across the same integrated product set but on a far larger balance sheet.

Regional players

• If P&C Insurance (Lithuania): Nordic P&C insurer with a Lithuanian branch distributing non-life insurance through agents and brokers; relevant comparable for iFuture's property insurance arm and for distribution economics of agent-led insurance sales in the Baltics.
• LHV Varahaldus: Estonian pension and asset management arm of LHV Group, the largest domestic pension fund manager in Estonia; a strong regional comparable for iFuture's pension-accumulation and 2nd-pillar advisory business model in the Baltics.

Emerging players

• Compensa Life Vienna Insurance Group (Lithuania): Vienna Insurance Group's Lithuanian life insurance subsidiary distributing investment-linked life insurance and pension products via agents and partners; directly comparable to iFuture's investment life insurance offering and distribution model.

Market position

Strengths4 records

Weaknesses4 records

Competitive moat3 records

Key risks5 records

Key highlights5 records

Customer concentration

• Facebookfacebook.com/iFutureINVEST
• Instagraminstagram.com/ifuture_investments
• LinkedInlinkedin.com/company/ifuture-investments-ii

Revenue estimate

Valuation estimate

Number of profiles

Funding overview

Funding rounds

Investors

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 iFuture Investments