- B2B
- Early StageStartup in initial stages
Invessence careers
Tomorrow’s Technology for Today’s Advisor
A full range of options lets you configure the types of recommended securities, portfolio strategy and even the client questionnaire.
AdvisorCustom
Invessence offers a full range of technology and investment configuration options for firms interested in customizing their solution.
AdvisorGo
Invessence offers a turn-key platform for advisors interested in a cost-effective solution.
A full range of options lets you configure the types of recommended securities, portfolio strategy and even the client questionnaire.
AdvisorCustom
Invessence offers a full range of technology and investment configuration options for firms interested in customizing their solution.
AdvisorGo
Invessence offers a turn-key platform for advisors interested in a cost-effective solution.
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Prashant Mehta
Worked at @Deutsche Bank, @Commerzbank • Studied at @Rutgers University, New Brunswick
MaryLou Giustini
Jigar Vyas
Founder Invessence, Inc., @Chatham Capital Management • Worked at @Lehman Brothers, @J.P. Morgan • Studied at @Boston University
Funded over
1 round
Latest round
Seed (Sep 2017)
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