Fintech

InvestIQ
AI-powered wealth management platform delivering personalized investment strategies to retail and institutional clients.
Series A
InvestIQ
InvestIQ is redefining wealth management with artificial intelligence. The platform analyzes billions of data points — from global markets to individual user behavior — to deliver hyper-personalized, adaptive investment portfolios.
Unlike traditional wealth managers, InvestIQ combines low fees with sophisticated AI models, ensuring accessibility for retail investors while also appealing to institutional clients seeking data-driven performance. Its transparency and automation have made investing smarter, more inclusive, and more efficient.
Investment Impact
Forma VC joined at the Series A stage, helping InvestIQ scale its engineering team, forge strategic partnerships with financial institutions, and refine its global expansion roadmap. Forma VC also advised on regulatory compliance in key markets.
“Forma VC gave us more than capital — they gave us conviction, and the right introductions to scale our AI platform into new markets.”
Ethan Patel
Co-Founder & Chief Data Scientist

