Easyvest utilizes a data-driven approach to manage investments through a selection of ETFs and market indices, providing personalized, low-cost portfolio management for individuals and companies. The platform addresses the challenge of high management fees and complexity in investment planning, enabling users to grow their wealth effectively while maintaining transparency and control over their financial goals.
Funding
$14.3M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Many individuals find investment planning complex and are often burdened by high management fees, making it difficult to effectively grow their wealth and achieve their financial goals. Traditional investment options lack transparency and control, leaving users uncertain about their financial future.
Solution
Easyvest offers a data-driven investment management platform that simplifies wealth management through a selection of ETFs and market indices, providing personalized and low-cost portfolio management solutions. The platform enables users to simulate various investment scenarios, optimize their investment plans with the help of advisors, and monitor the evolution of their portfolio via a user-friendly app. Easyvest's approach maximizes potential returns while ensuring transparency and control over financial goals, allowing users to structure investments for general investing, retirement planning, retirement income, or structuring a donation.
Target Audience
Easyvest primarily targets individuals, couples, families, company directors, employees, and the self-employed seeking accessible, transparent, and low-cost investment management solutions for various financial goals, including retirement planning and general wealth growth.
Features
- Personalized investment plans recommended by algorithms and refined with personal portfolio manager assistance
- Simulation tools for various financial scenarios, including capital growth, retirement preparation, and annuity generation
- Access to a range of investment accounts, including general investing, pension funds, CIPA, FSP, and PIPA
- Options for individual, couple, collective, usufruct/bare property, minor child, company, company director, employee, and self-employed accounts
- Pension planning tool that aggregates data from public administration sites to provide a clear forecast of pension income
- Mobile app for monitoring portfolio evolution and management decisions
- Investment strategies based on ETFs and market indices
- ESG scoring to align investments with environmental, social, and governance principles