Overview
InvestSuite offers whitelabel B2B InvestTech solutions such as Robo Advisor, Self Investor, Portfolio Optimizer, and StoryTeller. The platform is designed to transform digital wealth management, enhance client engagement, and optimize investment strategies.
Key people
In the news
- Charlie brings an AI wealth agent directly into your existing investing experience, from self-directed investing and portfolio insights to personalised advice. You keep the client relationship and experience. The agent connects to your investment knowledge, tools and APIs, and operates within the mandate you define. And because Charlie is model-agnostic, you can connect the LLM that fits your needs today and evolve as models improve. https://lnkd.in/dnB5_6Ee
- In case you missed it, it’s been a busy few weeks at InvestSuite. Here’s the rundown. We introduced Charlie for Advice, bringing AI investment guidance into a bank’s own app or website. It helps clients move from “Where do I start?” to a personal investment plan, helping banks make advice accessible to more people. We welcomed Trends, a Belgian business publication, to our Leuven office to meet Charlie. Their feature explored how banks can use Charlie to bring personalised investment guidance to more clients, directly within
- Robinhood just launched Robinhood Agents. Even before the launch, more than 150,000 customers had opened AI trading accounts on its platform. ChatGPT is already used for research and practical help. Muse reportedly has over 3 million weekly users, and Instinct handles bookings, purchases and other everyday tasks. Robinhood is bringing that kind of help into the investment account itself, combining research, portfolio questions and trading in one chat. Charlie, InvestSuite’s AI investment agent, lets you offer those core
- Choosing the LLM is only one part of operating AI wealth agents at scale. Charlie gives your product, risk and engineering teams one place to manage the AI agents behind your digital investing experience. From the dashboard, your teams can: • Manage separate agents for different investment mandates, from self-directed investing to personalised advice • Add your own investment and product knowledge • Choose your preferred LLM for each agent • Connect predefined tools and APIs • Define instructions, workflows and guardrails • Control
- It was a pleasure to welcome Trends to our Leuven office and introduce them to Charlie. Their article explores how Charlie brings personalised investment guidance and trade execution directly into a bank’s digital channels. Thank you to the Trends team for the visit and for taking the time to share our vision for the future of digital investing. Read the full article below. https://lnkd.in/euuPCTgV
- 𝗜 𝘄𝗮𝗻𝘁 𝘁𝗼 𝘀𝘁𝗮𝗿𝘁 𝗶𝗻𝘃𝗲𝘀𝘁𝗶𝗻𝗴, 𝗯𝘂𝘁 𝘄𝗵𝗲𝗿𝗲 𝗱𝗼 𝗜 𝗯𝗲𝗴𝗶𝗻?” For many people, that first question is also the first barrier. Personal investment advice can feel out of reach, while navigating the options alone can be overwhelming. Our member InvestSuite wants to help change that with Charlie for Advice, a new AI agent designed to bring personalised investment guidance into a bank’s own app or website. The idea is simple: start a conversation. Customers ask questions in everyday language, and Charlie asks
- Leuvense AI-agent geeft beleggers advies via gesprek in bankapp: ‘Banken zijn zelf verantwoordelijk’Het Leuvense fintechbedrijf InvestSuite heeft Charlie for Advice voorgesteld: een AI-agent die persoonlijk beleggingsadvies geeft vanuit de app of website van uw bank. De tool kan een risicoprofiel opstellen op basis van de vragen die klanten beantwoorden, en geeft advies net zoals een beleggingsadviseur.
The post Leuvense AI-agent geeft beleggers advies via gesprek in bankapp: ‘Banken zijn zelf v
DataNews · 29 Sept 2026
- Introducing Charlie for Advice. For many people, the hardest part of investing is knowing where to start. Charlie guides them from that first question to a portfolio built around their goal, investment horizon and risk profile. They get clear explanations along the way, grounded in your bank’s own knowledge and data. For your bank, this creates a clearer path from interest to first investment, while keeping guidance available beyond onboarding. Watch Charlie in action here: https://lnkd.in/euuPCTgV
Alumni 3 went on to found or lead
Kristof LerouxSenior Python Engineer→Co-Founder at Fintropy Belgium
Laurent SorberCo-founder & CTO→Co-founder & CTO at Superlinear
Sara DepretCOO→Founder at Vpoint bv
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