There will be no more responsible finance without better-informed investors.
This has been our conviction since 2016, with one mission: to simplify the look-through of investments. WizzInvest enables investors to understand exactly what their funds hold, and asset managers to focus on their core business.
A technology solution serving more responsible finance
Investors can only manage their risks, ESG commitments and regulatory obligations if they know precisely what their funds hold. Our job is to make that information accessible, reliable and usable.
Beyond technology, we bring asset managers and investors together around a collaborative approach: the former share and add value to their data, the latter analyse it on a look-through basis.
Upload, share and add value to their data for their investors.
Analyse their investments on a look-through basis and access the information they need.
Technology, data and human expertise
An in-house platform
A SaaS platform designed by our teams for secure information sharing between investors and asset managers.
A unique data set-up
20,000 inventories collected every month, more than 800 connected asset managers, and an open, source-agnostic architecture.
Experts at your side
Fast implementations, usually in under a month, same-day answers to your questions, and a Product team dedicated to regulatory and market monitoring.
Steady, consistent growth
- 2016WizzInvest is foundedMission: simplify the look-through of investments
- 2017Collaborative platformV1 completed
- 2018First asset manager clientFrom SaaS to managed service
- 2019First institutional investor client
- 2020Launch of X-FiOur ESG offering
- 202121 clients8 employees
- 202227 clients · first client in Italy13 employees
- 202340 clients16 employees
- 202450 clients19 employees
- Today65 clients20 employees · more than 800 connected asset managers
Let’s talk about your data.
See in 30 minutes how WizzInvest can support you.