Investment Navigator

wealthtech-retailfinancial research

FOUNDING YEAR: 2014
LOCATION: Switzerland
Last Update: 09/07/2020

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About

Investment Navigator AG (IMN) is a web-based information platform for banks and asset managers that supports the internal advisory process with regards to financial products and portfolio management in their cross-border and product suitability management.

Focus

PRODUCTS & SERVICES

INVESTMENT NAVIGATOR & WEALTH MANAGEMENT NAVIGATOR web-based free information tools

REVENUE MODEL

The company earns revenues through service fees

EXISTING PARTNERSHIPS

KPMG

Thomson Reuters Lipper

fundinfo AG

ifund services AG

Aviva Investors

BlackRock

GAM

Henderson

JP Morgan

Fidelity

ishares and more

People

FOUNDERS

Julian Köhler

Alberto Rama

Maurus Fries

BOARD MEMBERS AND ADVISORS

Julian Köhler

Alberto Rama

NUMBER OF EMPLOYEES

11-50

Momentum

FUNDED

NO

LISTED

NO

BASICS

FOUNDING YEAR:

2014

LOCATION:

Switzerland

Views:

38 VISITORS | 53 VIEWS
TOTAL EMPLOYEES
11-50

About

Investment Navigator AG (IMN) is a web-based information platform for banks and asset managers that supports the internal advisory process with regards to financial products and portfolio management in their cross-border and product suitability management.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

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Momentum+
People+
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