Yainvest
HQ Address
Grabenstrasse 15a, Baar, Zug, 6340, Switzerland
Website Address
Relevant Regions
Parent Company
BHFS
Business introduction
Applied behavioral finance technology solutions for wealth and financial planning
Yainvest designs and delivers tailor-made B2B2C software and SaaS-based on its own IP in Behavioral Finance
Yainvest designs and delivers tailor-made B2B2C software and SaaS-based on its own IP in behavioral finance:
- Behavioral risk profiles of individuals, including ESG preferences and risk mapping to any asset class.
- Behavioral finance co-pilot enhanced with machine learning.
Yainvest was created in 2023 as a globally focused digital subsidiary by BhFS, a spin-off of the universities of St. Gallen and Zurich created in 2007. The methods are proven standard at Swiss WM and the result of 20+ years of RnD and delivery to a dozen financial institutions based in Switzerland, Germany, and Singapore.
Key Data
Year founded
2022employees
2-10offices
1Type of Clients
- Bank Wealth Managers
- Brokers/Broker-Dealers
- Digital Wealth Manager
- Family Offices
- Financial Advisors
Yainvest Solutions
Behavioural Risk Profiling and Risk Mapping
It is fully compliant with relevant regulations such as the UK FCA, FIDLEG, and MiFID II suitability tests and is already used by prominent banks and portfolio managers worldwide. Offer your clients not what they think they want, but what they actually want....
business needs
- Client Onboarding & Identity Verification
- Portfolio & Wealth Management Systems
- Risk Analysis & Management
Beta under Development: Behavioural Co-Pilot
It will send you personalized recommendations based on your current portfolio and market movements, as well as your investment style and behavioral tendencies. Sign up for this tool's early access and beta tests to get personalized, actionable guidance on investment decisions and increase your investment returns....
