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
- Introducing InvestSuite, unfolded. Finally, enough room for the full investment picture. Apple made it fold. We filled the space. 🍏
- We are proud to share that InvestSuite was named Best WealthTech Solutions Provider 2026 in Europe by Acquisition International Magazine. This recognition belongs to the whole team. Behind every release, every client conversation, every line of code is a group of people who keep pushing on the details that actually matter. To everyone at InvestSuite, to our clients and partners: thank you. Onward to the next milestone 👏 #WealthTech #DigitalWealthManagement #InvestSuite
- AI is already making portfolio construction and financial planning free. That's not bad news for banks. It should be an indication of what they should be building. In a Forbes Finance Council piece published in August, Evoke Advisors' Alex Shahidi argues AI is commoditizing the parts of wealth management that were always mechanical: cash flow projections, retirement scenarios, portfolio rebalancing. What doesn't commoditize, he argues, is trust, judgment and behavioral guidance, the reasons a client stays through a market cycle
- Pure "set it and forget it" robo-advice is losing ground… to itself. Research and Markets' newly published Robo Advisory Market Report 2026 projects that hybrid robo-advisors, algorithmic portfolios paired with human access, will account for 56.53% of the entire robo-advisory market this year. Goal-based, plan-driven service models are right behind, expected to make up 59.38% of the market. Clients want automation for everyday decisions. They also still want a person reachable for the big ones. That's a problem for any robo-advisory
- For mid-sized RIAs, growth is beginning to outpace operating capacity. Advisors now spend an average of 11 hours per week on manual tasks according to AdvicePay's 2025 Fee-for-Service Industry Trend Report. At the same time, a Wealth Mosaic article shows that the industry is contending with a looming shortage of 100,000 advisors, alongside persistent fee compression. The result: firms managing between one billion and fifty billion dollars in AUM are being asked to serve more clients and meet rising service expectations without a
- We are hiring a Go-to-Market Specialist! If you feel like you might be a good fit, apply through the link below 👇 https://lnkd.in/eqM_zMzD
- Millions of U.S. households want a financial plan. Yet most don't have one. That's the "advice gap" eMoney's director of practice management laid out earlier this month in Advisor Perspectives and his point wasn't that AI makes advisors faster. It's that AI can finally make advice profitable to deliver at scale. Here's the economics problem underneath it: comprehensive planning takes real advisor time, so firms have always had to ration it. Minimum asset thresholds, capacity limits, and the mass-affluent segment gets
- Here's a finding that should reshape how you think about self-directed platforms: robo advice isn't replacing human advice. It's producing the next generation of people who want it. A JD Power research found that 52% of DIY investors using a robo advice platform plan to bring in a human advisor within the year. Among affluent DIY investors, it's 60%. Read that again. The better the self-directed tool, the sooner the client outgrows it. Most self-directed platforms weren't built with that exit in mind. They're built to execute
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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