Inveert is the next generation wealthtech platform. We enable financial institutions to provide a tailored financial advisory, specifically designed for retail customers with a white label SaaS. This allow financial companies to focus on client real needs and offer them the right product and services at the right time. This process improves end-user satisfaction every step of the way, boosting the most important asset for any financial institution: trust.

We leverage the power of financial planning to offer an ongoing service with the purpose of maximizing clients money in order to reach their financial goals saving as little as possible. This is all possible thanks to a proprietary algorithm and a very powerful, yet very easy-to-understand, digital platform. We unlock a huge market with a great potential....
Inveert is the next generation wealthtech platform. We enable financial institutions to provide a tailored financial advisory, specifically designed for retail customers with a white label SaaS. This allow financial companies to focus on client real needs and offer them the right product and services at the right time. This process improves end-user satisfaction every step of the way, boosting the most important asset for any financial institution: trust.

We leverage the power of financial planning to offer an ongoing service with the purpose of maximizing clients money in order to reach their financial goals saving as little as possible. This is all possible thanks to a proprietary algorithm and a very powerful, yet very easy-to-understand, digital platform. We unlock a huge market with a great potential.
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Employees

Eduardo Peralta Palacios
Admin
Eduardo Peralta Palacios CEO CEO @inveert_es | Interested in #BehavioralFinance • #Wealthtech • #UserExperience | “It’s the service, stupid”