Contact us

We value your feedback, inquiries, and collaboration opportunities. Feel free to reach out to us using the contact information below.
‍

First Name

Last Name

Phone

Message

Thank you! Your submission has been received!

Oops! Something went wrong while submitting the form.

FAQ’s

Frequently Asked Questions

What does Investipal specialize in?

Investipal is hyper-focused on helping wealth managers build more personal relationships with their clients via personalized portfolio construction and client onboarding

What type of firms does Investipal work with?

Investipal works with firms across the wealth landscape including investment managers, financial planners and private investment council's in the US and Canada.

What security measures are in place for data protection?

Investipal has a fully encrypted platform that minimizes the PII collected from your clients. For more information, check out our Security Page.

What sets Investipal apart from other providers?

Investipal partners with all of our clients to build new functionality directly from pain-points you're experiencing and helps identify other areas we or are partners can assist with including marketing and technological support.

Does Investipal work with other software in my tech stack

Investipal has integrations with hundreds of brokerages and has direct integrations with other software providers, along with an API that can be connected to other solutions you currently leverage

How can I stay informed about updates and new features?

To stay informed about the latest updates and features, subscribe to our newsletter through the section on our website. You can also follow us on social media platforms for real-time announcements.

Let's Connect

Frequently Asked Questions

Let's Kickstart Your Growth