Our story started on the trading floor at an investment bank. Having worked as a Quant and ETF research analyst, our co-founder, Cameron Howe, was asked by friends and advisors alike: What should I invest in? While a simple question, it warrants a complex answer as everyone has unique constraints, interests, goals. Cameron recognized the need for a tool that empowers investors of all skill levels to confidently invest on their own. And from there, Investipal was born.
Investipal believes that artificial intelligence is not a replacement for an advisor, but an enabler that lets you access a deeper level of personalization with clients that has not been possible due to scale challenges.
Our mission is to provide advisors with the support that enables advisors to unlock deeper levels of personalization with their clients. We're doing this by applying AI in areas best suited for it: portfolio management, onboarding and compliance - leaving you the time to grow your practice.
We deliver innovative solutions for every type of investor, while always prioritizing simplicity and knowledge at the centre of everything we do.
We work with internal and external teams, as well as with our users, to build tools that people love and can benefit from, regardless of demographic.
Our products are built with the everyday investor in mind, meeting accessibility requirements for every ability and skill level.
We encourage our team to stay curious, embrace new challenges, and ongoing personal development.
At Investipal, our values serve as the compass that directs our actions, decisions, and interactions. These guiding principles are the foundation of our culture and define who we are as a company.
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Curious how Investipal can help accelerate your firm's growth? Chat with one of our solution experts.
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