INVEST

What INVEST does

INVEST is a global financial advisory and capital development platform operated under Swiss holding company TIVENTIS AG (registered in Zug, CH-170.3.050.838-9). The company delivers integrated advisory, capital-raising, fiduciary, and media services to private investors, family offices, founders, corporates, and government/public-institution clients across Europe, the Middle East, Asia, Africa, and the Americas, with owned offices in Zug, Geneva, Zurich, London, Dubai, Singapore, and New York and a curated network of more than 35,000 finance professionals.

The platform is built around four integrated surfaces: (1) INVEST Magazine, a digital thought-leadership publication distributed via LinkedIn; (2) INVEST Summit, a global conference tour attracting roughly 300 senior participants per event; (3) Business Network Club, a qualification-gated networking platform; and (4) advisory service lines covering private banking/wealth architecture, venture capital (via the CREATECS innovation arm), fiduciary and corporate structuring, financing solutions, and foreign direct investment promotion. The underlying technology stack is not proprietary — INVEST is a service and intelligence-driven platform that leverages market insights, advisory frameworks, and relationship networks rather than software products.

Revenue derives from professional-services advisory mandates (retainers/success fees), capital-raising and deal-facilitation transaction fees, event sponsorships across Strategic/Gold/Silver tiers, and media/publishing. Pricing is bespoke and quote-based, with no standardized product offerings. The company operates with approximately 25 employees, suggesting a lean senior-advisor model distributed across global offices, and holds no patents, proprietary technology, public listing, or disclosed external funding.

Name

INVEST

Legal name

TIVENTIS AG

Website

https://inves7.com

Company type

Private

Operating status

Operating

Headcount range

11–50 employees

Short description

INVEST is a Swiss-based global financial advisory and capital development platform serving HNW clients, family offices, founders, corporates, and governments through advisory, capital-raising, fiduciary, events, and media services delivered from seven international offices.

Ownership category

akta.pro rank

Product category

Financial Advisory

NAICS

Securities, Commodity Contracts, and Other Financial Investments and Related Activities (523), Portfolio Management and Investment Advice (52394), Miscellaneous Intermediation (52391)

SIC

Security Brokers, Dealers & Flotation Companies (6211), Investment Advice (6282)

akta.pro primary industry

Corporate Finance & Capital Advisory (BPAHADAB)

akta.pro secondary industries

Capital Raising Advisory (Debt/Equity/Private Capital) (BPAHADAG), Equity Capital Advisory (Private Equity Placements, Growth Capital) (BPAHAOAE), Institutional Capital Introduction (LP/Family Office/Endowment Matching) (FSAEALAI)

Keywords

• Financial advisory services
• Wealth management advisory
• Capital raising services
• Venture capital advisory
• Fiduciary structuring

Headquarters

HQ city

Zug

HQ country

Switzerland

HQ region

Europe

Offices7 records

Markets served

GTM type

B2B

Offering type

Services

Cost components

Personnel, Operations, Marketing or Sales, Infrastructure, Others

Revenue model

1. Financial Advisory & Strategic Consulting: INVEST generates revenue through bespoke advisory mandates covering wealth architecture, venture capital advisory, asset management strategy, fiduciary services, and FDI promotion. Fees are likely structured as retainers, success fees, or advisory percentages tied to transaction size.
2. Capital Raising & Deal Facilitation: The platform facilitates capital raising for projects, governments, and corporations, connecting issuers with sovereign funds, DFIs, private equity, banks, and family offices. Revenue derives from structuring fees, placement commissions, and success-based compensation on completed transactions.
3. Events & Sponsorships: INVEST Summits generate revenue through partnership tiers (Strategic Partner, Gold Partner, Silver Partner) offering branded visibility, keynote slots, panel participation, and networking access. Sponsorship and media kit packages are sold to financial institutions, corporations, and service providers seeking exposure to the INVEST network.
4. Media & Publishing: INVEST Magazine is published digitally and distributed via LinkedIn. While free to access, the publication drives thought leadership and client acquisition while potentially offering advertising or sponsored content opportunities.

Go-to-market motion3 records

Distribution channels3 records

Marketing channels6 records

Core offering

INVEST is a global financial advisory and capital development platform that delivers bespoke advisory mandates covering wealth architecture, venture capital advisory, asset management strategy, fiduciary and corporate structuring, and FDI promotion. It also operates capital raising and deal facilitation connecting issuers with sovereign funds, DFIs, private equity, banks, and family offices, supplemented by INVEST Magazine, INVEST Summits, and the Business Network Club.

Product overview

INVEST is a global financial advisory and capital development platform operated by TIVENTIS AG Group, offering a portfolio of integrated services. The core offering includes INVEST Magazine (a publication delivering market intelligence), INVEST Summit (global conference series), and Business Network Club (strategic networking platform). These are supported by advisory services including Private Banking, Venture Capital through the CREATECS platform, Fiduciary & Corporate Structuring, Financing Solutions, FDI Promotion, and Investment Opportunities. Together, these services enable INVEST to serve private investors, entrepreneurs, family offices, corporates, and public institutions across Europe, Middle East, Asia, and Africa.

Differentiator

Problem solved

Functional benefit

Products and services

• INVEST Magazine Digital publication delivering financial analysis, expert perspectives, and investment ideas covering global markets, commodities, equities, bonds, real estate, and emerging innovations, distributed via LinkedIn.
• INVEST Summit Global conference series uniting investors, economists, fund managers, and innovators in major financial centres across Europe, Middle East, Asia, and the Americas, attracting 300 senior participants per event.
• Business Network Club Selective global platform connecting decision-makers, investors, and entrepreneurs for strategic partnerships, joint ventures, and business development. Access is qualification-gated.
• INVEST Education Financial coaching, investment education, strategy workshops, and personalized one-on-one coaching designed to build financial knowledge and investment skills.
• CREATECS Venture Capital Platform International innovation and technology platform dedicated to accelerating digital transformation and supporting financing of forward-thinking projects through AI, automation, and smart capital solutions, connecting visionary companies with investors.
• Private Banking and Wealth Architecture Performance-driven wealth architecture offering cross-asset strategies, asset protection, private market access, and family office advisory for entrepreneurs and high-net-worth individuals.
• Fiduciary and Corporate Structuring Company formation, accounting, tax structuring, treasury management, and governance advisory across Switzerland, EU, UK, UAE, Singapore, and other strategic jurisdictions.
• Financing Solutions Capital raising advisory, project finance structuring, debt refinancing, and international investor roadshow coordination for governments and strategic projects.
• Foreign Direct Investment Promotion Investment promotion services helping countries, regions, and economic zones enhance their value propositions and connect with international investors, sovereign funds, and development finance institutions.
• Investment Opportunities Platform Platform connecting projects, entrepreneurs, and companies with qualified capital providers across energy, commodities, infrastructure, real estate, and technology sectors.

Segments5 records

Ideal customer profiles4 records

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Partnerships

Two partnerships are on record, tiered core.

• CREATECScoreTechnology or IntegrationCREATECS is INVEST's international innovation and technology platform dedicated to accelerating digital transformation and supporting the financing of forward-thinking projects. CREATECS bridges emerging technologies and investable opportunities, focusing on AI, automation, digital strategy, and innovation ecosystems. It is the operating engine for INVEST's venture capital activities, connecting visionary companies, investors, and innovators across Switzerland, UK, UAE, Singapore, Netherlands, and the Americas.
• 35,000+ Finance Professionals NetworkcoreOthersINVEST's extended network comprises 35,000+ finance professionals and decision-makers including private investors, asset managers, fund managers, family offices, institutional investors, economists, and policy-makers. This network serves as the foundational ecosystem for deal sourcing, capital introductions, and cross-border partnerships facilitated through the INVEST platform, events, and media channels.

Scale indicators3 records

Recent moves1 record

Expansion highlights5 records

Broad incumbents

• PJT Partners: Global advisory-focused investment bank providing strategic advice and capital raising services to corporations, financial sponsors, and governments. Overlaps directly with INVEST's capital advisory and project finance positioning.
• Lazard: Global independent financial advisory firm with deep M&A, capital advisory, and wealth management practices. Comparable as a broad incumbent offering the same capital advisory and strategic advisory services as INVEST, but at much greater scale and geographic depth.
• Evercore: Leading independent advisory firm focused on M&A, restructuring, and capital markets advisory. Closely comparable to INVEST's corporate finance and capital raising advisory franchise, with a similar focus on senior-led, conflict-free engagements.
• Centerview Partners: Independent advisory firm serving large corporations, financial sponsors, and governments on strategic and capital advisory matters. Overlaps with INVEST's mandate profile at the higher end of the institutional client spectrum.

Direct peers

• GP Bullhound: Independent advisory firm focused on technology and growth-stage companies with strong investor network and event-driven deal sourcing (e.g., tech summits). Highly comparable to INVEST's CREATECS-led growth/tech advisory and Summit model.
• Hampleton Partners: Cross-border M&A and capital advisory boutique with a curated investor network and global sector reports. Directly comparable as a smaller-scale, network-driven advisory firm with a similar international mandate profile.
• Perella Weinberg Partners: Independent advisory boutique with strong M&A, capital advisory and restructuring capabilities. Closely mirrors INVEST's boutique-scale, senior-led capital advisory model and similar cross-border advisory mandate mix.
• FGS Global: Strategic advisory and capital markets communications firm serving corporates, governments, and financial sponsors. Comparable in combining strategic advisory with profile-raising content and events, similar to INVEST's combined advisory + media + Summit model.
• Tiger 21: Peer membership organization for high-net-worth investors and entrepreneurs with curated networking, investment education, and deal sharing. Directly comparable to INVEST's Business Network Club as a selective HNW community platform.
• Clairfield International: Global middle-market M&A advisory partnership with a strong cross-border mandate profile. Comparable to INVEST in offering relationship-driven, multi-jurisdiction advisory services to founders, family offices, and mid-market corporates.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat5 records

Key risks7 records

Key highlights6 records

Customer concentration

• LinkedInlinkedin.com/company/inves7

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Subsidiaries1 record

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 INVEST