Sevillian fintech Inveert wins a Neotec grant of 250,000€ with support from CTA

Support for technology-based entrepreneurship

It has developed an Artificial Intelligence algorithm that provides personalized financial advice.

Inveert is one of only three Andalusian companies, among 125 Spanish companies, that have obtained Neotec grants in the last call, endowed with a record budget thanks to the Next Generation EU funds.

The Sevillian technology company Inveert has obtained, thanks to the advice and support of CTA, a Neotec grant of € 250,000 from CDTI for the consolidation of its technology-based project. Inveert has developed an algorithm that applies Artificial Intelligence (AI) to investment management and makes it possible to massively offer personalized financial advisory services to small assets.

The support provided by CTA to Inveert is part of its support service for raising external financing for technology-based entrepreneurs, with which it has a success rate of over 45% in the Neotec program of the CDTI (@CDTIoficial) and over 94% in ENISA, among other programs.

In fact, Inveert is one of only 3 Andalusian companies, among 125 Spanish companies, that have obtained Neotec grants in the 2021 call, endowed with a record budget thanks to the Next Generation EU funds. CTA has advised 2 of the only 3 Andalusian entities that have obtained Neotec grants in this call.

"Thanks to CTA, we have secured resources to continue evolving our algorithm and hire more Andalusian talent, which will allow us to reach the next level."

Eduardo Peralta

Founder and CEO of Inveert

Amount raised:
250,000 €.

Type of financing:
NEOTEC (CDTI)

Digital private banking for small assets

Inveert is a Fintech that has developed a financial planning platform (Smart planning) that allows entities to offer a goal-based digital advisory service designed for all types of customers. Its algorithm guides the client through all phases of his or her life, automatically adapting to his or her circumstances. Inveert applies an innovative methodology to help clients mitigate the biases described by the science of Behavioural Finance.

Some of the advantages of using the Inveert platform are that, by focusing on the customer's goals, it improves the financial institution's knowledge of the customer and builds long-term customer loyalty. It is a "white label" solution that integrates with the applications of financial institutions. Inveert's mission is to help financial institutions improve the quality of service to lower net worth customers in digital channels.

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