
IVM Markets is an AI-driven software company specializing in structured products, providing financial professionals with tools for idea generation and product optimization. Their platform curates thematic stock and index lists, allowing users to discover optimal investment strategies with higher upside and lower risk. By leveraging AI technology, IVM differentiates itself from traditional methods, offering a systematic approach to investment decision-making. The company has gained traction among tier 1 investors and financial professionals, positioning itself as a leader in the structured products market.

IVM Markets is an AI-driven software company specializing in structured products, providing financial professionals with tools for idea generation and product optimization. Their platform curates thematic stock and index lists, allowing users to discover optimal investment strategies with higher upside and lower risk. By leveraging AI technology, IVM differentiates itself from traditional methods, offering a systematic approach to investment decision-making. The company has gained traction among tier 1 investors and financial professionals, positioning itself as a leader in the structured products market.
Sector: AI-driven B2B SaaS for structured products & equity derivatives
Founded: August 2020
Headquarters: Dover, Delaware, USA
Team size: ~16 employees
Funding to date: $4.9M (total reported)
Structured products and equity derivatives idea generation, product optimization, portfolio construction and analytics for financial distributors and advisors.
2020
Fintech / Financial software
Reported pre-seed round in August 2022.
Reported seed round on March 30, 2024 with multiple participating investors.
“SixThirty (lead in Seed); other reported investors include BlackWood Ventures, Vibranium Venture Capital, Begin Capital, Geekdom Fund and AltaIR Capital”