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Presenter Profile:

How they describe themselves: Investii is a wealth-building fintech empowering healthy savings habits, financial confidence, and alternative credit data. We’ve created a behavior-changing, consumer app and are looking to scale through D2C, B2B, and affiliate channels. Revenue is generated through subscriptions, referral, and commission fees along with AUM upon the release of Investii’s brokerage. With the lending industry shifting toward alternative risk assessment, Investii created a proprietary algorithm quantifying risk through behavioral savings data.

How they describe their product/innovation: Investii’s app is actionable, allowing for fund transfers between accounts with different financial institutions. We calculate unique metrics measuring users’ financial health and offering rewards points, redeemable for cash, on dollars transferred to savings vehicles. Investii facilitates consistent saving behaviors by displaying the amount that users can safely save/invest based on their cash flow and allowing those transfers to be executed from our app. We also expect the Investii brokerage, featuring pre-set ETFs, to be implemented by demo day.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through other fintech companies and platforms

Contacts:

Bus. Dev. & Press: Bryan Stave (Chief Growth Officer), bryan.stave@investii.com, Nishant Deshpande (CEO), nishant.deshpande@investii.com