Investae prides itself on having developed strong and trusted relationships with family offices, private banks and wealth management companies in over 15 jurisdictions.
Achieve your capital raising goals with the help of efficient marketing tools, guidance to use them and a simplified process (e.g., a single click to send an email).
We improve these tools over time with feedback from your team.
Improve the quality of your meetings and your investor conversion rate with our preparation sessions.
Also, benefit from the experience of each of your sales team members by gathering all objections in a single “Objection Center”.
Get your own platform, where all marketing efforts are already in place. Hire new agents and distributors, add existing team members, and manage their work, all in one place.
