insoro is a Germany based fee-only financial advisor offering a digital and flatrate personal savings service. Among growing importance of passive investment strategies, insoro offers sophisticated ETF portfolio optimization with a special focus on the portfolio selection and monitoring processes.
insoro GmbH
insoro GmbH
https://www.startus.cc/company/insoro-gmbh
Im Mediapark 5
50670 Köln
Germany 
General information:
Company information:
Company type:
Startup
Industry:
Financial Services, IT - SaaS
Founded when:
Friday, 1 December, 2017
Startup stage:
Development and Testing stage
Funding needs:
Angel / Incubator / Public funding
Total numbers of employees:
3
Products and Services:
Insoro Financial Advisory
Product category:
Financial services
As a fee-only financial advisor licensed in Germany, we created several microservices for the full process of investing in passive investment portfolios. We assess a risk score based on qualitative and quantitative data and calculate an individual portfolio based on sophisticated portfolio optimization techniques. In the next step the selection of optimal ETFs is conducted based on ongoing charges, trading costs and dividend tax leakage for any (Germany based) investor to (riskfree) maximize returns. Each portfolio can be backtested historically to gain insights on important statistics. Lastly, we calculate the cheapest broker for any portfolio and monitor each portfolio for rebalancing purposes and provide advice on an ongoing basis.
Contact:
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Address information
Im Mediapark 5
50670 Köln
Germany Similar companies
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