# InvestSuite NV

Startup profile on Capital Atlas: https://capitalatlas.ai/startups/investsuite

- Industry: Financial Services
- Headquarters: Leuven, Belgium
- Website: www.investsuite.com
- Total disclosed funding: $12M
- Latest round: Series A (Sep 29, 2022)
- Investors on record: 5

## About

InvestSuite NV specializes in innovative B2B digital wealth management solutions, facilitating financial institutions' digital transformation through advanced technology and analytics.Founded in 2018, InvestSuite NV provides digital wealth management solutions aimed at enhancing the operational capabilities of financial institutions. The company is headquartered in Leuven, Belgium. Bart Vanhaeren and Laurent Sorber are the founders, with Bart Vanhaeren currently serving as CEO. InvestSuite has executed 7 deals, with the most recent being a Series A funding round in September 2022, raising EUR 6 million from investors including The Cronos Group and OSOM Finance, alongside returning investor PMV. This funding marks the total amount raised by the company at EUR 6 million.InvestSuite offers a comprehensive suite of B2B front-to-middleware digital wealth management solutions, including an execution-only investment platform, a self-investor platform for retail clients, and a robo-advisory service focused on portfolio construction and optimization. Additionally, advanced analytics and reporting tools like StoryTeller provide hyper-personalized performance reporting. Their solutions target banks, investment firms, and other financial institutions across the Middle East, Europe, and the United States, enabling clients to deliver engaging investment experiences.InvestSuite generates revenue primarily through its B2B white-label InvestTech solutions, which allow financial institutions to efficiently expand their product offerings. Revenue is derived from subscription fees for platform access and potential revenue-sharing arrangements linked to their API-enabled solutions. Specific pricing plans and transaction structures are tailored to meet the needs of institutional clients, with a revenue model supported by flagship products such as the Robo Advisor and Portfolio Optimizer. In 2022, the company reported an EBITDA of EUR -489,549.7.In September 2022, InvestSuite NV raised EUR 6 million in Series A funding, which will enable the company to pursue its growth strategy by expanding its team and introducing innovative solutions for financial institutions globally. The funding will support the development of new products aimed at enhancing their existing offerings while targeting expansion into additional geographical markets. Through these initiatives, InvestSuite plans to solidify its position within the wealth management sector by delivering enhanced technological capabilities to its clients.

## Funding rounds

- Series A, Sep 29, 2022, $6.1M — PMV, The Cronos Group, OSOM Finance
- Seed, Dec 24, 2020, $2.7M — PMV, AB Accelerator, 365.fintech
- Seed, Mar 31, 2020, $2.2M — PMV
- Seed, Nov 8, 2018, $1.5M — PMV

## Investors

- PMV (https://capitalatlas.ai/funds/pmv) — Seed, Series A
- AB Accelerator (https://capitalatlas.ai/funds/ab-accelerator) — Seed
- 365.fintech (https://capitalatlas.ai/funds/365-fintech) — Seed
- The Cronos Group (https://capitalatlas.ai/funds/the-cronos-group) — Series A
- OSOM Finance — Series A