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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

Blogs

“Dog” funds are the product of their owners

Read

Investing, Podcasts and Greggs: Our Interview with Sarah Kocianski (Part 1)

Read

Jobs

Pre-Sales Executive
Location: UK
Location: London
Full Time
B2B Marketing Manager
Location: UK
Location: London
Full Time

Upcoming Events

18
Jul
Women in FinTech Power Hour with HMT
Location: Central London Location
As part of the Innovate Finance’s Women in FinTech initiative, we are delighted to announce that our next Power Hour session...
23
Jul
CMO Forum
Location: London City Location
Come and join us for a collaborative roundtable where you will be tackling the key hurdles and challenges the marketing...