Yainvest
Yainvest AG is a Swiss-based behavioral finance company that provides third-generation behavioral finance SaaS solutions to wealth managers, banks, and financial service providers. Their products include client profiling and investment advice engines that combine AI and behavioral finance to create hyper-personalized investment products and strategies. The company offers modules such as Behavioral Finance Client Profiler, Investor Behavior Impact (IBI)™, Product and SAA Risk Mapping Engine, TAA and Product Construction Engine, and Behavioral ESG Profiler. Yainvest's solutions help clients avoid cognitive biases, improve investment returns, and grow assets under management by delivering personalized, data-driven financial advice. Founded as a spin-off from the Universities of St. Gallen and Zurich, Yainvest leverages over 15 years of scientific research and serves prominent banks and portfolio managers globally. Their business model is SaaS with API-based microservices integration, focusing on scalable, automated, and unbiased financial management services. The company emphasizes responsible use of AI and behavioral finance to empower individuals and reduce income inequality.
Yainvest
Yainvest AG is a Swiss-based behavioral finance company that provides third-generation behavioral finance SaaS solutions to wealth managers, banks, and financial service providers. Their products include client profiling and investment advice engines that combine AI and behavioral finance to create hyper-personalized investment products and strategies. The company offers modules such as Behavioral Finance Client Profiler, Investor Behavior Impact (IBI)™, Product and SAA Risk Mapping Engine, TAA and Product Construction Engine, and Behavioral ESG Profiler. Yainvest's solutions help clients avoid cognitive biases, improve investment returns, and grow assets under management by delivering personalized, data-driven financial advice. Founded as a spin-off from the Universities of St. Gallen and Zurich, Yainvest leverages over 15 years of scientific research and serves prominent banks and portfolio managers globally. Their business model is SaaS with API-based microservices integration, focusing on scalable, automated, and unbiased financial management services. The company emphasizes responsible use of AI and behavioral finance to empower individuals and reduce income inequality.
TL;DR
Headquarters: Baar, Zug, Switzerland
Product: Behavioral finance SaaS (IBI™ diagnostics, profiling, AI-driven advice engines)
Customers: Wealth managers, banks, financial service providers (institutional focus)
Team size: Approximately 1–10 employees
Recent funding: Seed round announced 2024-07-01 (lead investor: SICTIC)
Company Overview
Problem Domain
Behavioral biases in investing and the need for personalized, scalable investment advice for institutional wealth managers and banks.
Founded
2022
Industry
FinTech / Behavioral Finance
Funding Track Record
Amount not disclosed in available records
Investor Signal
“SICTIC (lead investor listed for Seed round)”