Investment Navigator Overview

  • Founded
  • 2014
  • Status
  • Private
  • Employees
  • 18
  • Latest Deal Type
  • Accelerator/​Inc
  • Investors
  • 2

Investment Navigator General Information


Developer of a financial analysis platform intended to solve product and tax suitability issues with automated suitability assessments. The company specializes in providing tools that allows its user to fulfil investment consultancy and asset management obligations involving traditional investment funds and exchange traded funds, enabling banks and asset managers to transform manual work flows into fully compliant process as per the regulations.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Accelerator/Incubator Backed
Primary Industry
Business/Productivity Software
Other Industries
Media and Information Services (B2B)
Financial Software
Primary Office
  • Staffelstrasse 12
  • Postfach
  • 8045 Zurich
  • Switzerland
+41 044 000 00 00
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Investment Navigator Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
2. Accelerator/Incubator 17-Jan-2019 Completed Generating Revenue
1. Accelerator/Incubator 06-May-2015 Completed Generating Revenue
To view Investment Navigator’s complete valuation and funding history, request access »

Investment Navigator Executive Team (3)

Name Title Board Seat Contact Info
Alberto Rama Co-Founder and Chief Executive Officer
Maurus Fries Co-Founder and Chief Technology Officer
Julian Köhler Co-Founder and Chairman
To view Investment Navigator’s complete executive team members history, request access »

Investment Navigator Board Members (2)

Name Representing Role Since
Julian Köhler Investment Navigator Co-Founder and Chairman 000 0000
Philipp Portmann Self Board Member 000 0000
To view Investment Navigator’s complete board members history, request access »

Investment Navigator Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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Investment Navigator Investors (2)

Investor Name Investor Type Holding Investor Since Participating Rounds Contact Info
FinTech Innovation Lab Accelerator/Incubator Minority 000 0000 000000 0
Swiss Finance Startups Accelerator/Incubator 000 0000 000000 0
To view Investment Navigator’s complete investors history, request access »