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Exo Investing

Category
High-Growth

Vertical
Other

Location
London

 Investing is too important to be ignored, misunderstood or done badly. Exo leverages the latest technology to automate and personalise wealth management, making it accessible to everyone, both through our technology and our own investment platform.

We partner with wealth managers, adviser networks, banks and other institutional clients to digitalise all back-office functions and the client experience. Our technology is modular, API-based and fully customisable creating a simple way to integrate with existing infrastructures. We’re able to accommodate models ranging from white labelling to co-branded partnerships.
In May 2018 we launched our own investment platform, the first of its kind as a fully AI-powered wealth manager. Every client’s portfolio is completely unique, built around their goals, and managed daily for a fixed, low-cost fee. With Exo, clients can choose how much control they want over their portfolio, deciding between a customised, themed or fully automated approach. Before even reaching a year old, Exo Investing was named Best Digital Wealth Manager and Most Innovative Product of the Year at the 2018 AltFi Awards.

Team Members

Lennart Asshoff

Founder & CEO, Exo Investing

Melanie Palmer

CMO, Exo Investing

Upcoming Events

05
Jun
Policymaker Series: Simon McDougall, Executive Director for Technology, Policy & Innovation, ICO
Location: Deloitte Fusion, WeWork Waterhouse Square, Building 3, 138 Holborn, London EC1N 2SW
Join us on Wednesday 5th June for an interactive discussion, with Simon McDougall, Executive Director for Technology, Policy & Innovation...
12
Jun
Money Talks: VCs Take The Stage
Location: WeWork Waterhouse Square, 138 Holborn, London EC1N 2SW
Entrepreneurs go to VCs for money. But what if the tables were turned and investors had to pitch to entrepreneurs?...
21
Jun
Financial Inclusion Hack – A 48 Hour Hackathon to Bank the UnBanked
Location: Royal Bank of Scotland HQ 175 Glasgow Road, Edinburgh, EH12 9SB
Hosted by Founders of the Future : Powered by RBS and Innovate Finance According to the Financial Inclusion Commission, there...