What we did

Capitalmind Investec coordinated the process in collaboration with the company’s management identifying potential investors and applying individual strategies for approaching. Furthermore we prepared relevant marketing and process documents, organized and moderated management presentations.

About the deal

Investify is a digital wealth manager (robo advisor) based in Luxembourg that was founded by financial  software provider aixigo AG and asset management company Rhein Asset Management. Investify offers individualized financial advice and motif investment portfolios following a dedicated B2B2C approach.