insoro GmbH

https://www.startus.cc/company/insoro-gmbh

Im Mediapark 5

50670 Köln

Germany

Website

https://www.facebook.com/insoro.official/

https://twitter.com/insoro_official

General information:

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.

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:

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.