Investfit

Investfit: world’s leading advice tool for optimising investment strategy, goal-setting, insurance needs and projections

General Information
Company Name
Investfit
Founded Year
2014
Location (Offices)
Australia +1
Founders / Decision Makers
Number of Employees
2
Industries
Financial Services, Fintech, Insurance +1
Funding Stage
Series A
Social Media

Investfit - Company Profile

Investfit is a financial advice application that has gained recognition as the world's leading advice tool for optimizing investment strategy, goal-setting, insurance needs, and projections. Established in 2014 and headquartered in Australia, Investfit operates within the Financial Services, Fintech, Insurance, and Wealth Management industries. The company received a notable $1.50M Series A investment on 23 March 2017 from Sapien Ventures. Investfit's core function revolves around conducting billions of real-time calculations to identify the investment strategy that ensures the best retirement outcomes with a tailored level of confidence. It offers a holistic approach, allowing advisers and clients to model their financial assets, future cash flows, and goals such as retirement age, income, legacy, and significant expenditures like holidays, home renovations, or education fees. With its innovative approach, Investfit aims to elevate the quality of financial advice, reduce its cost, and mitigate compliance risks, thereby providing a comprehensive solution for both advisers and direct clients under their AFSL.

Taxonomy: financial advice, investment strategy, retirement planning, financial modeling, goal-setting, insurance needs, investment optimization, automated financial advice, real-time calculations, financial outcomes, compliance risk, retirement income, legacy planning, financial assets, cashflow management

Funding Rounds & Investors of Investfit (1)

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Funding Stage Amount No. Investors Investors Date
Series A $1.50M 1 23 Mar 2017

Latest News of Investfit

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No recent news or press coverage available for Investfit.

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