We’re proud to announce that InvestSuite has been included on the WealthTech100 list for 2025, an annual ranking published by FinTech Global that recognizes the world’s most innovative technology providers shaping the future of wealth and asset management.

Selected from a competitive pool of over 1,200 companies, InvestSuite was chosen for its impact in helping financial institutions accelerate their digital wealth transformation—from private banks and wealth managers to retail platforms and insurers.

A recognition of our mission

This recognition reinforces what drives us at InvestSuite: the mission to democratize wealth management and make investing more accessible, intuitive, and personalized for everyone.

We believe in the importance of wealth management lies in building scalable, modular solutions that help financial institutions not only keep pace with change, but to stay ahead of their competitors. From front-end investing experiences to advanced portfolio construction and decision support, our technology is designed to empower both financial institutions and their clients.

Creating solutions for an ever-evolving industry

At InvestSuite, we offer a suite of white-label solutions that help financial institutions accelerate their digital journey. Our InvestTech solutions range from portfolio construction to investment insights and reporting, and investment platforms. We help companies across the globe extend their product range in an agile, fast, and cost-effective way so they can stay ahead of the curve in an increasingly digital world.

In a matter of months, a company can launch its own robo-advisor or investment platform for self-directed investors with our Robo Advisor and Self Investor by integrating it smoothly in their already-existing ecosystem, so there is no need for additional development effort, we have it all ready to go.

The same goes for StoryTeller, a reporting tool that revolutionizes financial performance reporting with just an API call. By implementing it, companies can augment their reporting flows with unique insights and hyper-personalized reporting for increased productivity, client engagement and retention.

Lastly, companies can level up their offerings and customize their wealth services to cater to more customers than ever before by implementing our API-based portfolio construction framework - Portfolio Optimizer.

Our solutions cater to client needs of extending their offering, catering to new customers and increasing client retention and engagement through seamless integration, enterprise-grade security measures, possibility to scale the solutions post integration, all with expert guidance along the way.

Thanks to our team, partners and clients

Being named to the WealthTech100 is a testament to the work of our team, and to the trust of our partners and clients who continue to support our vision.

Thank you to everyone who has been part of this journey. We’re excited about what’s next—and more determined than ever to help shape the future of digital investing.