Our mission is for Investment Services Companies to deliver the best version of themselves in digital environments. We leverage the power of algorithms, contextual data analysis and process automation, with the best design and user experience in the market, so that your investment proposals generate maximum confidence. We look for the win-win: that your digital customer feels special treatment and that the entity scales its sales exponentially.
| Website | https://www.inveert.com/ |
| Employees | 10 (8 on RocketReach) |
| Founded | 2019 |
| Industry | Financial Services |
| Keywords | Online Investment, Portfolio Management, Investment Services, Financial Services, Investment Management, Digital Transformation, Wealth Management, Digital Solutions, Financial Technology, Investment Platform, Consultancy Services, Algorithm Optimization, Digital Marketing, Technology Solutions, Data Analysis, Business Automation, Process Automation, Financial Software, User Experience Design, Web Design |
| Competitors | Acorns, Wealthfront, Betterment, Robinhood, Stash, Fidelity Investments, Schwab Advisor Services, E*TRADE Bank c/o E*TRADE Financial, LLC, SoFi, Personal Capital +35 more (view full list) |
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Ignacio Peralta Lechuga is the CTO and Founder of Inveert.
8 people are employed at Inveert.