InvestSpy – InvestSpy is a cloud-based financial analytics platform offering a comprehensive suite of tools for analyzing investment portfolio performance and risk. From basic performance tracking to advanced risk assessment, it supports investors at all levels.

Startup Name: InvestSpy

Tagline: InvestSpy is a cloud-based financial analytics platform offering a comprehensive suite of tools for analyzing investment portfolio performance and risk. From basic performance tracking to advanced risk assessment, it supports investors at all levels.

Elevator Pitch: Advanced investment portfolio tools made simple

Target Market: Our target audience includes independent financial advisors, small asset managers, and advanced retail investors. They are primarily based in Europe and North America, with expansion plans into other English-speaking and multilingual markets. This audience values professional analytics, intuitive tools, and affordable access to insights traditionally reserved for institutional platforms.

How will you make money?: We follow a B2B SaaS subscription model with tiered pricing based on features and user type. Our core revenue comes from monthly and annual plans tailored to independent advisors, small asset managers, and financial teams. We also plan to introduce a white-label solution for fintech platforms and neobanks, allowing them to integrate InvestSpy’s analytics into their own ecosystems. In the long term, we’ll explore data API licensing and AI-based portfolio optimization services as additional revenue streams. This diversified model ensures scalability, recurring revenue, and strong LTV.

How much capital have you raised?: 500k-1m

Founder(s) Name: Daumantas Azarinskas

Website: https://www.investspy.com/

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City/Country: USA