Forma vc logo

Fintech

InvestIQ logo

InvestIQ

AI-powered wealth management platform delivering personalized investment strategies to retail and institutional clients.

Series A

Company Story

Company Story

Company Story

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

Investment Impact

Investment Impact

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.

By the Numbers

By the Numbers

By the Numbers

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Active investors onboarded

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Active investors onboarded

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Active investors onboarded

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Active investors onboarded

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Active investors onboarded

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Active investors onboarded

$0B

$0B

Assets under management

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$0B

Assets under management

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$0B

Assets under management

man in black button-up shirt
InvestIQ logo
man in black button-up shirt
InvestIQ logo
man in black button-up shirt
InvestIQ logo

Founder

Founder

Founder

“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

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