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Investivity

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Robo advisory platform delivering tailored investment solutions for wealth managers.

Overview

Investivity is a fintech company that specializes in providing robo advisory services aimed at wealth managers. The company utilizes advanced algorithms to deliver automated investment advice and portfolio management, which allows wealth managers to offer personalized services in a more efficient manner. Investivity's platform caters to families and enterprises on a global scale, with a focus on developing customized investment strategies and managing assets across generations. The services offered by Investivity encompass wealth management, asset management, and private wealth services, with the intention of improving client experience and optimizing investment processes. The company is registered in Switzerland and is supervised by FINMA, indicating a regulatory oversight. Investivity aims to meet the needs of clients who prefer to delegate their investment decisions.

Key facts

Founded
2015

Business model

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About Investivity

What does Investivity do?

Investivity is a fintech company that specializes in providing robo advisory services aimed at wealth managers.

Where is Investivity headquartered?

Investivity is headquartered in Carouge, Switzerland.

When was Investivity founded?

Investivity was founded in 2015.

Which sector is Investivity in?

Investivity operates in Wealth Technology, part of Financial Technology.

Who are Investivity's competitors?

Companies similar to Investivity include Nuvama Private, Marlborough Group, and Finizens.