Invessed

Haddenham, United Kingdom Founded: 2015 • Age: 11 yrs
Digital solutions for investment managers to enhance client portals and apps.

About Invessed

Invessed is a company based in Haddenham (United Kingdom) founded in 2015 by Theo Paraskevopoulos and Adam Weston. It operates as a SaaS, and B2B. The company has 8 employees as of January 31, 2022. Invessed offers products and services including Client Portals, Mobile Apps, Marketing Websites, and Investment Reporting. Invessed operates in a competitive market with competitors including Computershare, Pegasystems, PureFacts, PractiFI and ForwardLane, among others.

  • Headquarter Haddenham, United Kingdom
  • Employees 8 as on 31 Jan, 2022
  • Founders Theo Paraskevopoulos, Adam Weston
  • Sectors
    Business Services
    Financial Services
  • Phone
    *********
  • Website
    *********
  • Social
    *********
  • Legal Name Grow Create Limited
  • Date of Incorporation 27 Mar, 2012
  • Jurisdiction THAME, ENGLAND
Operational Areas
Business Services → Customer Experience & Marketing Services
Financial Services → Investment Management & Advisory
Key Metrics
  • Annual Revenue
  • Net Profit
  • EBITDA
  • Latest Funding Round
  • Investors
  • Employee Count
    8

    as on Jan 31, 2022

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Products & Services of Invessed

Invessed offers a comprehensive portfolio of products and services, including Client Portals, Mobile Apps, Marketing Websites, and Investment Reporting. The company's diverse product and service offerings are designed to meet the evolving needs of its customers, address market demands, and provide comprehensive solutions that drive value creation and customer satisfaction across various segments and use cases.

Primary

Provides real-time investment access and client insights for firms.

Delivers updates and personalization for client engagement tools.

Showcases firm expertise and integrates with client systems.

Offers interactive reports for portfolio tracking and insights.

Funding Insights of Invessed

Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Investments & Acquisitions by Invessed

Investments
Company Name Description Domain Location Founded Year Amount
Bionic investment advisor platform
2016
Fine Asian gourmet food is offered by an internet-first restaurant.
2016
Physical e-commerce kiosks are deployed for rural purchases in Indonesia.
2014
Fine Asian gourmet food is offered by an internet-first restaurant.
2016

Financial Statements - Invessed

Tata Steel revenue growth over time
Tata Steel profit and loss trends over time
Date Amount Transaction Name Valuation Lead Investors Investors
Jul, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Jan, 2021 Amount Post-IPO - Grab Valuation

investors

Feb, 2021 Amount Post-IPO - Grab Valuation

investors

Invessed Comparisons

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Competitors of Invessed

Invessed operates in a dynamic and competitive business environment, facing competition from various established players and emerging companies in the market. The competitive landscape includes prominent companies such as Computershare, Pegasystems, PureFacts, PractiFI and ForwardLane, among others. This competitive environment drives innovation, market differentiation, and strategic positioning as companies strive to capture market share and deliver value to their customers. Understanding the competitive dynamics is crucial for assessing market positioning, identifying growth opportunities, and navigating the challenges inherent in a competitive marketplace.

Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Client communication solutions are delivered for capital markets stakeholders.
domain founded_year HQ Location
Wealth management solutions via AI decisioning and automation are provided.
domain founded_year HQ Location
CRM solutions for wealth managers
domain founded_year HQ Location
Wealth management CRM software for financial advisors is provided.
domain founded_year HQ Location
AI-driven data analytics are provided for wealth and asset managers.
domain founded_year HQ Location
Salesforce consulting and data solutions for financial services are provided.
Company Name Domain Founded year HQ Location Description
domain founded_year HQ Location
Multiple services are booked via an app-based platform.
domain founded_year HQ Location
On-demand services are booked through an app-based platform.
domain founded_year HQ Location
App based platform offering on demand delivery and ride-hailing services
domain founded_year HQ Location
Operates an on-demand hyperlocal delivery app for food and groceries.

Latest news on Invessed

Frequently Asked Questions about Invessed

When was Invessed founded?

Invessed was founded in 2015.

Where is Invessed located?

Invessed is headquartered in Haddenham, United Kingdom. It is registered at Haddenham, Buckinghamshire, United Kingdom.

Who is the current CEO of Invessed?

Theo Paraskevopoulos is the current CEO of Invessed. They have also founded this company.

How many employees does Invessed have?

As of Jan 31, 2022, the latest employee count at Invessed is 8.

What does Invessed do?

Invessed provides a client engagement platform for investment managers and financial firms, offering services like portals, mobile apps, and websites. It enables real-time access to investment data, personalized experiences, and integrations for sectors including wealth management and private banking. Based in the UK, Invessed serves global clients by streamlining operations and improving client satisfaction through data-driven tools and compliance features.

Who are the top competitors of Invessed?

Invessed's top competitors include PureFacts, Computershare and Pegasystems.

What products or services does Invessed offer?

Invessed offers Client Portals, Mobile Apps, Marketing Websites, and Investment Reporting.

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