Tim DraperFounder and Managing Partne, Draper Associate · I back the ideas that look crazy first

Investbanq wants to make wealth management simpler and more inclusive.

19 May 2025 · 1 min

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Investbanq built an AI platform to modernize wealth management for the $100 trillion wealth transfer coming to millennials. The startup offers tools for financial institutions and families to build personalized portfolios, and has already hit 70% year-on-year revenue growth with a major institutional client.

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Over the next 20 years, over $100 trillion will be transferred to millennials and other digital natives. Yet wealth management industry is not ready. It is stuck in the past, outdated, not inclusive, not scalable. With 15 years in financial services, I have witnessed this myself. We have developed a fully in-house, AI-powered, modular, cloud-based platform that digitizes every aspect of the wealth value chain. Our 2 core products are Wealth Operating System for financial institutions and the Family Operating System. So we're a family. What would the AI do for us? Based on your input and your preferred risk profile, the AI will generate portfolios.
Basically, here's my portfolio: cash, Bitcoin, startups. Is that well-balanced? It is. What would the AI say?
We have landed our first large financial institution as a client. We have achieved 70% year-on-year revenue growth. By investing in us, you'll be investing in the future of wealth management— accessible, inclusive, and AI-powered.