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Investory

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Wealth management provider focusing on direct investments and personalized portfolios.

Overview

Investory functions as a trading technology provider that specializes in independent and neutral wealth management services. The company primarily targets clients in Switzerland and Germany, offering personalized portfolio management that is aligned with defined risk profiles. Investory emphasizes direct investments to mitigate the hidden costs often linked to investment funds and certificates. The company's investment strategies are supported by a network of professionals from various sectors. Furthermore, Investory's operations are regulated by the Swiss Financial Market Supervisory Authority, which contributes to its compliance and credibility. This operational model enables Investory to offer customized investment solutions.

Key facts

Founded
2010

Business model

Contact

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About Investory

What does Investory do?

Investory functions as a trading technology provider that specializes in independent and neutral wealth management services.

Where is Investory headquartered?

Investory is headquartered in Kloten, Switzerland.

When was Investory founded?

Investory was founded in 2010.

Which sector is Investory in?

Investory operates in Investment Technology, part of Financial Technology.

Who are Investory's competitors?

Companies similar to Investory include MOST, Intelligent Recommendations, and Rico.