Total Funding
65
79
Total FundingPre-Seed raised
Growth Score
-3 pts
Heat Score
-4 pts
Company Performance Metrics
Score
Trend
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Growth Score - The measure of growth based on company activity, operational metrics, and investments
Growth Trend - The change in the growth score over the given time period
Heat Score - The measure of the market interest, media activity, and Crunchbase profile activity
Heat Trend - The change in the heat score over the given time period
Recent Milestones
Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Raised Funding Round
Jan 1, 1970
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Inveert is a finance firm that develops SaaS solutions for wealth managers, pension funds and every financial institution.
- Eduardo Peralta Palacios: Cofounder and CEOPast Role: Fisher Investments, Senior Investment Counsellor
- Ignacio Peralta Lechuga: CTO and FounderPast Role: Civic Banking, Director of operations
About the Company
Inveert develops software solutions for financial institutions within the wealth management sector. Although mass market and mass affluent clients value humanised and personalised financial advisory, financial institutions cannot offer it simply because it's not profitable to provide human-based wealth management to clients with AuM less than
$300,000. Inveert makes it possible to provide ongoing advisory services to the underserved affluent and mass affluent market by tackling 3 main pain points financial institutions have that, so far, nobody had figured out how to do properly: 1) Difficulty in prospecting clients; 2) Low conversion rate; 3) Poor client retention.
