Invessence is a business-to-business provider of automated technology (including robo-advisory services) that enables asset managers, broker-dealers and advisors to deliver their investment solutions through a white-labeled online platform. The technology can be customized to provide a full range of options for firms to configure the types of recommended securities, portfolio strategy and even user experience.

Personal Finance Software Investment Management Portfolio Management FinTech Robo-Advisor Digital Wealth Management Digital Advice Technology Online Investing Personal Investing Enterprise Automated Investing Artificial Intelligence Wealth Management ETF's Asset Management ETF's B2B B2C Fintech SaaS Financial Advisory Services Financial Services