What is InvestSuite?
Founded in 2018, InvestSuite operates as a specialized B2B fintech provider, bridging the gap between traditional banking infrastructure and the modern digital requirements of financial institutions. By offering sophisticated, automated investment tools, the company empowers banks to retain their client base while effectively countering the competitive pressure from agile B2C fintech disruptors. The firm's value proposition lies in its deep understanding of banking systems, allowing for seamless integration that enhances the end-user experience without requiring a complete overhaul of legacy architectures. This strategic positioning has made InvestSuite an essential partner for institutions looking to modernize their wealth management offerings.
How much funding has InvestSuite raised?
InvestSuite has raised a total of $13.5M across 4 funding rounds:
Angel/Seed
$1.6M
Angel/Seed
$2.2M
Unspecified
$3.7M
Series A
$6M
Angel/Seed (2018): $1.6M, investors not publicly disclosed
Angel/Seed (2020): $2.2M led by PMV
Unspecified (2020): $3.7M supported by AccelerateAB, 365.fintech, and PMV nv
Series A (2022): $6M featuring OSOM Finance, PMV, and Chronos Group
Key Investors in InvestSuite
PMV
PMV is a financial partner that supports start-ups, scale-ups, and mature SMEs in achieving their ambitions through tailored financing solutions, with expertise spanning clean tech, life sciences, and real estate.
Chronos Group
Chronos Group provides comprehensive financial planning services, including retirement planning, wealth management, and life insurance solutions.
365.fintech
An investment firm focused on supporting innovative financial technology companies through strategic capital and industry expertise.
What's next for InvestSuite?
Following this major strategic investment, InvestSuite is well-positioned to accelerate its product development roadmap and deepen its penetration into the European market. The company's focus remains on scaling its automated wealth management platform to meet the evolving demands of institutional clients. By leveraging its recent capital, InvestSuite aims to enhance its technological capabilities, ensuring that its banking partners can continue to deliver superior, personalized investment experiences. As the wealthtech industry continues to mature, InvestSuite's ability to act as a structural bridge between traditional finance and digital innovation will likely remain a key driver of its long-term success and market relevance.
See full InvestSuite company page