# FinTron Invest

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/fintron-invest

- Industry: Financial Services
- Headquarters: Stamford, US
- Website: www.fintroninvest.com/home
- Total disclosed funding: $6M
- Latest round: Series A (Jun 1, 2022)
- Investors on record: 4

## About

FinTron Invest LLC, based in the US, provides innovative wealth management solutions, empowering financial institutions with integrated robo-advisory and brokerage services for personalized investment experiences.FinTron Invest LLC specializes in wealth management solutions for financial institutions. Founded in 2017 in Stamford, US, by Matthew Fatse and Wilder Rumpf, the firm has successfully completed a total of 5 deals. The most recent funding round occurred in October 2024, with an amount of USD 3.318 mn raised. The company is set to be acquired by Apex Fintech Solutions Inc. from Webster Bank and other investors; the financial terms of this transaction have not been disclosed.FinTron offers a suite of embedded wealth solutions that equip financial institutions to deliver tailored wealth management experiences. Their key products include integrated embedded robo-advisory services and self-directed brokerage options, enabling clients to provide personalized investment advice and facilitate automated trading. The firm serves a diverse clientele, such as FINRA Member Broker-Dealers, community banks, credit unions, independent investment advisors, and non-registered FinTech entities. FinTron’s technology aims to reduce capital expenditures and enhance client engagement across various markets while ensuring compliance with local regulations.FinTron's revenue primarily stems from transaction fees, service subscriptions, and partnerships with various financial institutions. The company generates income through transactions executed by registered brokers, investment advisors, and non-registered entities, who pay for access to a comprehensive suite of APIs. Clients using FinTron’s brokerage services incur fees related to self-directed trading and automated investment solutions, while advisory accounts are linked to transactions facilitated by FinTron Invest. Their revenue model focuses on B2B relationships, catering to financial institutions aiming to enhance their service offerings with FinTron’s technology.FinTron Invest LLC is focused on enhancing its product offerings and market reach. Following its recent acquisition by Apex Fintech Solutions Inc. on October 15, 2024, the company plans to expand its services to provide more comprehensive solutions for clients, including neobanks and financial advisors. The acquisition is expected to leverage FinTron's technology to boost client engagement and support the launch of new products tailored to evolving market needs.

## Funding rounds

- Series A, Jun 1, 2022, $5.8M — Connecticut Innovations, Webster Bank, Sage Venture Partners, AUA Capital Management
- Seed, Jul 19, 2021, $0.2M — Sage Venture Partners
- Seed, Feb 2, 2021 — Sage Venture Partners

## Investors

- Sage Venture Partners (https://capitalatlas.ai/funds/sage-venture-partners) — Seed, Series A
- Connecticut Innovations (https://capitalatlas.ai/funds/connecticut-innovations) — Series A
- Webster Bank — Series A
- AUA Capital Management — Series A