Elinvar signs Mario Lessing and Linda van RenningsBERLIN June 15, 2021 – Elinvar, the digital platform for business models in asset and wealth management, strengthens its management team. Mario Lessing is taking over responsibility for the Business Development unit with immediate effect, Linda van Rennings is joining Elinvar as Chief of Staff. Both report directly to the CEO & Co-Founder Chris Bartz.
New asset manager Klarwert and Elinvar cooperate on digitalized asset managementBielefeld-Gütersloh / Berlin – March 09, 2021 Klarwert, the newly founded subsidiary of Volksbank Bielefeld-Gütersloh, uses the Berlin-based WealthTech platform Elinvar for its entire offering. Together, the experts from both companies have developed a fully comprehensive asset management solution that has been tailored exclusively to the requirements of klarwert GmbH. With its 100 percent subsidiary, the regional cooperative bank offers a platform that is also open to other cooperative provi...
Elinvar successfully signs €25 million funding round with Toscafund as lead investorBerlin / London – January 21, 2021 Berlin-based WealthTech PaaS Elinvar successfully signs €25 million funding round to scale its multi-tenant platform, connecting the wealth management ecosystem. The lead investor for the round is Toscafund Asset Management (subject to approval of the BaFin, the federal office for financial supervision). Existing shareholders Ampega Asset Management, finleap and Goldman Sachs also participated in the round.
Fondsdepot Bank partners with Elinvar to digitize sales for insurance companiesFondsdepot Bank, Germany's largest liability umbrella, and the digital platform Elinvar are jointly developing a consulting and brokerage channel that exclusively supports insurance companies in providing optimal consulting and brokerage services for investment units.
Elinvar successfully completes funding round with Goldman Sachs as lead investorAs part of its latest funding round, Elinvar, the digital platform for asset and wealth managers, expands its shareholder base. The Goldman Sachs Principal Strategic Investments group was lead investor for the investment round (subject to approval of BaFin, the federal office for financial supervision). Existing shareholders, Ampega Asset Management and finleap contributed to the round as well. Elinvar’s total funding has thereby risen to more than € 20 mio.
Talanx and FinLeap join forces to create Elinvar, a white-label platform for the digitalisation of asset managementElinvar is the B2B2C provider for discretionary portfolio managers and private banks. Subject to BaFin approval it will be fully licensed and will provide its partners with an integrated solution for a digital offering.
Elinvar bietet eine WealthTech Platform as a Service für Geschäftsmodelle im Bereich der Vermögensanlage. Die multimandantenfähige Plattform bietet Service-Pakete für Kernprozesse wie Kundenmanagement, Online-Abschlussstrecke, Unterstützung in der persönlichen Beratung, Portfoliomanagement, Reporting, Rechnungsstellung, online Kundenzugang und Kommunikation sowie den Anschluss von Drittdienstleistern, bspw. depotführende Banken, Marktdaten- oder KYC-Anbieter. Elinvars Partner profitieren von der Kombination führender Technologien und dem optimalen regulatorischen Setup, das Elinvar durch die entsprechenden BaFin-Lizenzen bietet. Mit diesem vollumfänglichen Ansatz bietet Elinvar seinen Partnern die einzigartige Möglichkeit, effizient neue Geschäftsmodelle umzusetzen, neue Wertschöpfungsketten zu erschließen und ihre Kosten zu optimieren. Indem alle Partner im Ökosystem ihre Kernkompetenzen kombinieren, generieren sie gemeinsam den maximalen Kundennutzen. Die besten Lösungen entstehen in Partnerschaft.
Elinvar is a WealthTech Platform as a Service, enabling asset & wealth managers to digitalize their business models. The multi-tenant platform offers service packages for core processes like client relationship management, online acquisition & coverage, onsite advisory support, portfolio management, reporting, invoicing, online client access and communication as well as third party connections, e.g. to custodian banks, market data or KYC providers. Elinvar’s partners profit from the combination of leading technology and the optimal regulatory setup as Elinvar holds all necessary BaFin licenses. With this comprehensive approach, Elinvar creates the unique opportunity for its partners to execute new business models, to access new value chains and to optimize their costs. As all partners in the ecosystem combine their core competencies, together they generate maximum customer value. The best solutions arise through partnership.