Just Invest
Offers personalized, separately managed accounts to individuals, familes and mission driven organizations investing with intention.
| Date | Investors | Amount | Round |
|---|---|---|---|
| - | investor | €0.0 | round |
| N/A | €0.0 | round | |
N/A | Acquisition | ||
| Total Funding | 000k | ||
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Just Invest is a technology-driven financial services company that specializes in providing hyper personalized, tax-efficient investment solutions. The company leverages large-scale data analysis and quantitative algorithms to offer direct indexing, which allows clients to align their investments with their personal values and financial goals. Just Invest serves financial advisers and their clients, focusing on the wealth management market. The business model revolves around offering white-labeled, customizable solutions that help advisers exceed client expectations through efficient tax management and detailed reporting. Just Invest makes money by charging fees for its technology platform and investment management services. The company operates in the wealth management sector, providing tools that enable advisers to have actionable conversations about values and goals with their clients, supported by dynamic reports that demonstrate financial and ESG (Environmental, Social, and Governance) impact.
Keywords: hyper personalized, tax-efficient, investment solutions, direct indexing, data analysis, quantitative algorithms, wealth management, ESG impact, financial advisers, customizable solutions.