Inveztly Delivers Insight – Insight Creates Value
Inveztly is a SaaS-company that provides an accessible, innovative and intuitive software aimed at financial market players. The software multifunctional tools contribute to increased insight and thereby to increased business opportunities, reduced resource utilization and reduced compliance risks.
We don’t like to brag, but we’re changing the game.
Inveztly's vision is to create a value-driven network for financial market players.
Through the use of Analytix toolbox, combined with the interaction with other financial industry players, a value-driven flow is created where information is contributed, created and exchanged. Inveztly delivers insights throughout the entire value chain – which ultimately creates increased value in the form of better and safer investments.
Meet The Management
Within Inveztly there are many years of solid experience in financial economics, econometrics, statistics and analysis as well as asset management, consulting and private banking. Our collective experiences, the challenges we have faced and the desire to make a difference form the very foundation of Inveztly.
”Be part of something bigger!
Göran FarkasFounder of Inveztly
Göran Farkas is an economist with a background in mathematics and econometrics from Uppsala University, as well as comprehensive education in these fields from Leuven University in Belgium.
With an extensive career at SEB, Göran has held influential roles, including Investment Manager, where he was responsible for managing several European and absolute return mandates. With a profound understanding of financial instruments, Göran is a driving forcea and an important part of the mangement team.
goran.farkas@inveztly.se
+46 (0) 733 323 788
Simone Scalenghe is an economist with several years of experience in banking and finance, which has evolved into a motivated leader and entrepreneur. Simone has, among other various experiences, been instrumental in founding and operating one of Sweden’s largest independent financial advisory firms – Exceed.
Simones experiences provide a solid understanding of the challenges and needs that Inveztly’s clients encounter, enabling Simone to assist in finding appropriate solutions. In the daily work Simone is responsible for sales, marketing and business development.
simone.scalenghe@inveztly.se
+46 (0) 709 369 005
Douglas Drake holds a M. Sc degree in Finance & Management from USBE, with additional coursework at Nova SBE in Portugal. During his academic journey, Douglas was honoured with the Alumni Foundation’s award for his contributions to advancing education and research quality at the Umeå University School of Business.
Previously, Douglas held the position as CEO of the savings platform MyAdvice, where he was responsible for the development and monitoring of fund portfolios which clients mirrored, as well as supplied investment platforms with various portfolios. In his current role, Douglas is responsible for customer acquisition, client relations, and internal processes.
douglas.drake@inveztly.se
+46 (0) 73 080 7111
Petter is a Creative Software Architect with more than 15 years’ experience in the area of computer science. After his academic journey from Chalmers Institute of Technology, Petter has adequate professional experience with leading development projects for Ericsson and Nokia.
With leading roles at Tietoevvry, Petter obtains various tools to tackle and understand the complex architecture of Analytix. As the lead Software Architect and Developer, Petter is an incredible asset to the team.
Thomas Bergstrom, a CAIA charter holder, earned his Master’s in Finance/Economics from the University of Stockholm. With over 20 years of expertise in the investment industry, Thomas spent 13 years at Nordea Investment Management, where he excelled in quantitative research, portfolio construction, and risk management across equity, fixed income, and balanced mandates.
His roles included senior risk manager for equity-focused hedge fund strategies and senior portfolio manager of alternative investments. For almost a decade, Thomas has focused on investment consulting and business development, representing various international asset managers.
thomas.bergstrom@inveztly.se
+46 (0) 704 979 931
Oliver Öhman holds a B.Sc. degree in Business & Economics from Stockholm University with a minor in Finance, complemented by additional coursework in Mathematics and Econometrics at Linköping University. During his academic journey, he developed a strong interest in statistics and financial analysis, which he has continued to refine in his professional career.
Previously, Oliver worked at a fund company specializing in valuation and risk assessment. In his current role at Inveztly, he is responsible for client relations, business development, and internal processes.
oliver.ohman@inveztly.se
+46 (0) 735 05 56 05
Nobody knows where he came from, suddenly he was just here. It is our very own robot, Aroz, who is responsible for all the calculations. And how he does it! With 27 million calculations per day, he becomes the company’s obvious Chief of Calculation Officer.
Got a question?
No problem.
Get in touch with us for additional information. If you do not find the answers you are looking for on the FAQ, get in contact shortly.
About Inveztly
What is the difference between Inveztly and Analytix?
Inveztly offers a variety of Wealthtech solutions. Analytix is one of those services provided by Inveztly, as Analytix is the software which is used by Invezltys’ customers.
How do I gain access to Analytix?
To the Analytix, a license is required. Please fill in the form under “Join Today” for the next step.
We then present ourselves as a company, the tools and their areas of use – this at the same time as we match your working methods, needs and thoughts. Based on the overall picture, we can then make decisions about how we move forward together.
What is the price for a license?
All licenses are designed after your preferences. To offer you an adequate answer, we need to gain a better understanding of your situation. Please fill in the form under Join Today.
The price depends on many different factors:
* Which moduls are of interest.
* How they should be implemented in your organisation.
* What is your value proposition towards your clients.
Do you offer onboarding services?
Yes. As soon as the license agreement is in place and an account is opened, we find a suitable time for our onboarding. We make sure you have everything you need to use the software in the best way possible.
What customer support to you deliver?
All customers are assigned a Key Account Manager which manages all concerns. However, you are always welcome to contact support@inveztly.se.
How do I get in contact with Inveztly regarding Insitutional Solutions?
Please contact Göran Farkas. He is responsible for all inquiries regarding institutional procurements, as he has great experience and proven results within the field.
Does Analytix operate when working as a consultant towards institutions and asset managers?
As a consultant catering to institutions and asset managers, the implementation of Analytix is facilitated through established processes. For detailed insights on integrating Analytix into your work, please contact someone directly from the management.
About the software, Analytix
Do you need to download any software to use Analytix?
All our modules are completely cloud-based. This means that no software needs to be installed when implementing it in your organisation. However, internet connection and web browser are required.
Is Analytix available on all devices?
Analytix is adaptive and can be used on all devices such as desktop computers, laptops, tablets and mobile phones.
How does Analytix differ from other softwares?
Our software creates more business opportunities, reduces resources and strengthens compliance efforts. Analytix can advantageously complement existing software such as CRM, KYC and Compliance and streamlined with your current solutions.
How secure is the admin area?
Since Inveztly regularly obtains sensitive information and data, security and privacy is of highest importance. Contact us for additional information.
For whom are Analytix modules accessible?
Access to Analytix modules is limited to professional investors exclusively. To utilise Analytix, one must function as a professional entity. As of now, the software is not made available to private individuals.
We want to hear from you
Let us know if you have a question or inquiry. And by the way, you are always welcome to come by the office for a coffee.
