Krista Carr
Former head of UBS Next, incubating technology across UBS's business.
Our story
Built around a personal question.
We’re building technology around the work of advice and the people at the heart of it.
Where we started
What should I invest in?
Our story started on the trading floor at an investment bank. Having worked as a Quant and ETF research analyst, our co-founder, Cameron Howe, was asked by friends and advisors alike: What should I invest in? While a simple question, it warrants a complex answer as everyone has unique constraints, interests, goals. Cameron recognized the need for a tool that empowers investors of all skill levels to confidently invest on their own. And from there, Investipal was born.
Helping Advisors Build More Personal Relationships
We build AI tools that give advisors more time and context to personalize advice for each client.
We apply AI to portfolio management, onboarding and compliance so advisors can spend more time with clients and grow their practice.
Our manifesto ↗Advisory board
Perspectives from the industry.
Clifton Schaller
Wealth-tech executive, formerly at Nitrogen and Morningstar.
Ashley Dudzik
CMO at IncomeLab. Formerly at Morningstar.
Matthew Sweeney
Managing Partner at William Joseph Capital Management.