Exo Investing

HQ Address

1 Ropemaker Street, London, EC2Y 9HT, United Kingdom

Website Address

www.exoinvesting.com

Ownership Type

Private

Connect with Exo Investing
Business introduction

Wealth management as a service

At Exo, we're powering the next generation of financial applications by delivering automated and customisable digital wealth solutions for our clients

Launched in May 2018, Exo Investing is the first of its kind as a fully AI-powered wealth manager. Every client’s portfolio is completely unique, built around their personal financial goals. Once operational, every portfolio’s risk is managed and optimised daily, at a fixed, transparent low price.

We apply robotic-process-automation for all data-related tasks, Artificial Intelligence for unique portfolio builds, big data to analyse millions of data points which feeds into the portfolio decision-making, AWS cloud computing and parallel processing to be able to build and manage all the portfolios on our platform.

With Exo, clients can choose how much control they want over their portfolio, deciding between a customised, themed or fully automated approach.

We prioritised accessibility in our platform through our front-end services and the provision of private banking grade wealth management in a fully digital proposition. and at fixed, transparent low price.

Before reaching a year old, Exo Investing was named Best Digital Wealth Manager and Most Innovative Product of the Year at the 2018 AltFi Awards.

Business Overview

Wealth management businesses are under immense pressure from:

Easy to integrate within weeks not months, our technology has the power to future-proof your business: 

  • Our technology is digital and accessible
    24/7 access for customers and a proven omni-channel platform ensure a great experience throughout.
  • We offer end-to-end automation
    Completely automated front, middle and back office drastically reduces the need for human touch. 
  • We are regulatory compliant
    With instantly transparent processes we automate KYC / AML checks and all daily regulatory reporting.

We innovate at every stage of the wealth management value chain:

Front

  • Client onboarding: paperless onboarding allowing clients to open accounts in minutes.
  • Advice & reporting: All portfolio information is available to clients and advisors 24/7 through our omni channel platform..

Middle

  • Portfolio management: Investment decisions based on complex data analysis, allowing for sophisticated asset management. 
  • KYC & AML: Automated KYC & AML checks from multiple third party providers, with customizable policies. 

Back

  • Trade execution: Rebalancing, trading and reconciliation are all automated and allow immense scalability. 
  • Portfolio monitoring: Each portfolio is monitored by Exo on a daily basis.  

Partners

We are partnered with leading quantitative asset management firm ETS
 

Key Data

Year founded
2016
employees
21-50
wealth management employees
21-50
clients
1-5
offices
4
Office Regional Presence
  • Western Europe
Type of Clients
  • Independent Financial Advisor
Client Regional Presence
  • Western Europe
Leading client geographies
  • United Kingdom

Exo Investing Solutions

Exo for Business

Our modular offerings are transformative digital solutions powered by automation technology and AI, seamlessly integrable across the entire business lifecycle. This is the new era of wealth management, with the power of a dedicated back, middle and front office system, within one platform. We’re in the business of helping you transform yours. For......

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