Chartered Investment

Overview

Chartered Investment is a company that offers a wealth management software suite aimed at improving the operations of wealth managers and financial advisors. The platform includes various fintech tools such as customer relationship management (CRM) capabilities, portfolio management, performance reporting, and financial planning, with features enhanced by artificial intelligence (AI) and machine learning for predictive analytics. The target audience for Chartered Investment includes wealth managers and financial institutions, focusing on the need for efficient operations and personalized client engagement through real-time data aggregation and compliance features. Additionally, the company develops investment products, including customized indices and crypto securities, while promoting sustainable investing practices and working with financial institutions to create solutions tailored to local markets.

Key facts

Founded

2013

Headquarters

Dusseldorf, Germany

Stage

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Industry

Financial Technology

Sector

Wealth Technology

Business model

GTM channel

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8 products and services

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Commercial model

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• Index Development Intern (m/w/d)

  Düsseldorf, North Rhine-Westphalia, Germany · On-site · Volunteer

• Compliance Officer (m/w/d)

  Düsseldorf, North Rhine-Westphalia, Germany · On-site · Volunteer

• Instifolio Analyst (m/w/d) - Junior Associate Level

  Düsseldorf, North Rhine-Westphalia, Germany · On-site · Volunteer