OverviewSuggest Edit

Fundvisory is a company that provides white-label robo-advisory solutions to individual and group savings players. The company offers a set of modular and configurable tools, ranging from customer knowledge to customized portfolio monitoring and risk profiling.

Latest Updates

Employees (est.) (Feb 2020)19

Fundvisory Financials and Metrics

Summary Metrics

Founding Date


Fundvisory total Funding

$2.4 m

Fundvisory latest funding size

$2.11 m

Time since last funding

2 years ago

Fundvisory investors

Fundvisory's latest funding round in July 2018 was reported to be $2.1 m. In total, Fundvisory has raised $2.4 m
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Fundvisory Online and Social Media Presence

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Fundvisory Frequently Asked Questions

  • When was Fundvisory founded?

    Fundvisory was founded in 2015.

  • How many employees does Fundvisory have?

    Fundvisory has 19 employees.

  • Who are Fundvisory competitors?

    Competitors of Fundvisory include GoldenPi, BondInsider and Digital RobotiX.