Investment management solutions for a new investment age

Delight your customers and bring your financial service business into the digital age with our range of online wealth management and digital asset investment solutions.

Solutions

Fund Manager

Customer management platform solutions that provide your customers with online access to track and manage their investment in your funds. Inbuilt customer administration and compliance requirements ensures these important elements are taken care of.

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Wealth Adviser

Customer management platform solutions that provide your customers with online access to track and manage their investment assets with you. Inbuilt customer administration and compliance requirements, and full functionality to allow for investment into digital assets for those wishing to attract a new generation of investors.

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Robo Advice

Online financial advice solutions for companies looking to provide an automated or hybrid advice model. All aspects of the customer journey and advice process can be provided through this interactive, intelligent platform.

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Digital Asset Manager

Customer and fund management platform solutions that help your customers easily access and manage their investment in your fund, while allowing you to easily manage the administration of the fund. Inbuilt AML & KYC compliance requirements ensures these important elements are easily taken care of.

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Why Choose Invsta?

The Invsta team have over 35 years of financial market experience, combined with more than 30 years of technology development. We know the finance side of things, and we know the technology side of it too. "FinTech", is at our very core, it's what we live and breathe.

Over the last 3 years we've developed a range of cutting edge fintech products, including robo-advice platforms, consumer budgeting software, and cryptocurrency investment platform solutions. We are focused to empower smarter investing through innovative technology.

Meet The Team

Rachel Strevens

Founder & CEO

Abhy Singla

Founder & CTO

Gaylene Dawber

Investment Administrator

Rich Shennan

Crypto Portfolio Manager

Jon Davies

Customer Success Champion

Sam Gibb

Adviser

Richard Kirkland

Risk & Governance Adviser

Uddhav Kirtikar

Compliance Officer

Simon Swallow

Investor/Adviser

Sean McCarthy

Investor/Adviser