Get to know about Investbanq

Tell us about your company.

Investbanq is an AI-powered wealth operating system for family offices, asset managers and banks. We are empowering traditional financial institutions to rapidly transform into AI-driven WealthTech players, enabling them to effectively capitalize on the growing wealth transfer to affluent millennials and other digital natives across emerging Asia and MENA.

What role does Investbanq play in the EAM ecosystem?

Investbanq’s platform was created with the vision of enabling wealth management companies and financial institutions to stay relevant in the age of rapidly developing technology and evolving consumer preferences.

It serves as an important pillar in the financial ecosystem by digitising the whole wealth value chain, starting from customer onboarding and KYC/AML to CRM for relationship managers, BPMS for mid and back office, systems for portfolio managers, sleek interfaces for end clients and AI systems. In addition, it offers comprehensive global market data, real-time updates, analytics and insights to enhance decision-making and trading integrations.

Additionally, Investbanq is uniquely positioned to be a strategic bridge to Central Asian markets, leveraging its deep understanding and network to facilitate access to investment and business opportunities in this region. This aligns with Investbanq’s aim of contributing to a more dynamic and interconnected financial ecosystem.