What is Invest in a Box?
A complete white-label investment platform for banks, wealth managers and fintechs. It combines the client app, onboarding, funding, brokerage and custody, market data and optional AI in one managed package.
How it works
We configure your brand, connect the broker, KYC, funding and data providers, complete review and sign-off, then operate the platform after launch. You keep the relationships that should stay in your name; InvestSuite runs the technology layer.
ISO 27001 certified
Brokerage, KYC, funding and data
Marketing kit included
Not a toolkit you assemble. A complete, pre-integrated digital channel, delivered as one offering.
Execution, built in
Alpaca in the US, Lemon Markets in Europe. Order routing and custody pre-integrated, no broker procurement cycle.
KYC from day one
Identity verification through Onfido and account opening at your broker. Compliant onboarding, out of the box.
Money in, money out
Plaid-powered deposits and withdrawals. Frictionless funding so clients can start trading immediately.
Your brand, our app
A polished trading experience under your name. Ship it standalone, or embed our SDK in the app you already have.
Quotes, fundamentals, news
Real-time pricing, company fundamentals and market news. Licensed and bundled, nothing to source separately.
ADD-ON
The investing agent
Add the world's first MiFID-compliant trading agent when you're ready to go AI-first.
03 Our Solutions
Give your clients the tools to invest independently, receive guided advice, or move between both journeys in one platform.
A complete trading experience for clients who want to explore markets, build portfolios and make their own investment decisions with confidence.
For mobile and web
Onboarding, funding and KYC included
Quotes, fundamentals and news bundled
Charlie AI agent available as an add-on
A guided investment journey for clients who want a personalized portfolio built around their goals, risk profile and investment horizon.
Goal-based onboarding and profiling
Hyper-personalized portfolios at scale
Automated rebalancing and monitoring
Hybrid advisor handover when needed
04 The 30 days
In four clear steps.
Invest in a Box deploys outside your legacy stack, so you are not waiting on IT or a multi-year integration project.
All it takes is just these 4 steps.
Week 1
Brand & configure
Your colours, logo, market and instrument universe. We set up your platform to match.
Week 2
Connect
Broker, custody, KYC, funding and data wired to your configuration and tested.
Week 3
Review & sign-off
Walk your live app end to end. Compliance review and final approvals.
Week 4
Launch
Go live with your marketing kit. We operate the platform from here on.
05 Fully operated
Invest in a Box is not software you maintain. InvestSuite operates the entire platform end-to-end: uptime, upgrades, integrations and support. You keep what matters, the brand, the clients and the revenue.
06 The operating model
Fully operated doesn't mean a black box. A few relationships stay in your name by design, for regulatory and data-protection reasons. We pre-integrate them, wire them up, and run everything on top.
You contract directly
Your regulated relationships. We pre-integrate and configure each one.
Brokerage & custody
Alpaca · Lemon Markets
Funding
Plaid
Cloud subscription
Azure · AWS · GCP · OCI
We paper for you
Licensed through InvestSuite, nothing for you to source.
Market data, quotes & fundamentals
Market news
We operate, fully managed
Your team stays lean.
Installation into your cloud
Upgrades & releases
Integrations & uptime
L2 / L3 support & maintenance
07 Built for
Built for financial institutions that want to launch a modern investing experience without building the full technology stack themselves. InvestSuite provides the app, journeys, integrations and ongoing operation, so your team can move faster with less internal complexity.
1
Large RIAs
Add self-directed trading and a goal-driven robo to your advisory relationship, without standing up an engineering org.
2
Wealth managers
Capture the next generation with a modern, branded investing app that complements your managed offering.
3
Tier 2 & 3 banks
Launch a competitive investing product fast, at a cost that fits, fully operated so your teams stay lean.
08 Our partners and projects
Banks, credit unions and challengers turn to Self Investor to launch a complete investing experience in a matter of a few months. It helps them keep young investors on board, add investing to the apps they already have and skip the time, cost, and risk of building an entire platform from scratch.
We helped CBD launch the first Robo Advisor in the Middle-East, as well as a platform for self-directed investors.
Mathieu Hardy - Chief Product Officer
09 The operating model
One transparent platform fee covering both modes, with no per-user charges until you grow into them. Final pricing depends on your market, broker and scale, so let's talk through your setup.
Starting from
€25k
/ month
Comparable to just 2 FTEs
For a complete investing platform, fully managed by InvestSuite.
Go live faster
Launch in weeks, not years.
Development handled by us
No need to build a full internal product team.
Built for multiple markets
Configure countries, languages and local requirements.
Expert support from day one
Work with a team that understands investing, UX and compliance.
One platform fee. Everything you need to launch included.
Product
UX /UI
Frontend
Backend
Maintainance
Investment logic
