Founded in 2011, Invessence, Inc. is a financial technology (FinTech) company that specializes in providing a robust, white-label robo-advisory and digital wealth management platform. Their mission is to empower traditional financial institutions, such as banks, broker-dealers, and asset managers, by providing them with the technology to digitize their services and offer automated, goals-based investing solutions to their end-customers. The platform is modular and customizable, covering client onboarding, portfolio construction, trading, rebalancing, and reporting.

Founded in

United States