What is iVest Plus?
iVest Plus operates as a sophisticated, modular trading platform engineered to serve the specific needs of educators, brokerage firms, and financial newsletter providers. The company distinguishes itself through a highly customizable architecture that includes advanced charting, comprehensive trade journaling, and specialized options analysis tools. Central to its value proposition is the integration of artificial intelligence, which powers an AI-driven stock and options screener, a virtual trading coach, and an automated analyst. By offering white-label solutions, iVest Plus enables institutional clients to deploy high-performance trading technology under their own brand, effectively bridging the gap between complex market data and user-friendly retail interfaces. The platform's cross-device accessibility and seamless integration with major brokerage accounts solidify its position as a versatile utility in the modern digital finance ecosystem.
How much funding has iVest Plus raised?
iVest Plus has raised a total of $47K across 1 funding round:
Debt
$47K
Debt (2021): $47K with participation from PPP
Key Investors in iVest Plus
PPP
Public-Private Partnership
What's next for iVest Plus?
With the recent infusion of capital, iVest Plus is poised to transition into a more aggressive phase of market penetration and technological refinement. The strategic focus will likely center on enhancing its AI-driven analytical capabilities and expanding its white-label service offerings to capture a larger share of the B2B fintech market. As the firm scales, the emphasis will remain on maintaining platform stability while integrating deeper brokerage connectivity, ensuring that its modular components remain the industry standard for firms seeking to provide professional-grade trading experiences to their end-users. This growth phase is critical for establishing long-term dominance in the trading technology sector, particularly as demand for personalized, data-rich financial tools continues to rise among retail and institutional investors alike.
See full iVest Plus company page
