At inbestMe, we work to create a better way of investing: simple, transparent, independent and low cost. We do this by creating a personalized and independent investment plan and managing it for you. We use technology to automate everything we can. This lets us to offer really low costs, and consequently better returns.
inbestMe is the most personalized automated manager in Spain. We offer portfolios with Index Investment Funds, ETFs and Pension Plans. We also have plans with dynamic management, with SRI (Socially Responsible Investment), Value biases and fully customizable portfolios. The custodians, the institutions where your securities are deposited, are: Interactive Brokers, GVC Gaesco, BNP Paribas and Banco Sabadell. This means we can serve clients from almost anywhere in the world and offer the same coverage as your bank, or better. We are registered with Spain's Securities Market Commission CNMV as securities broker 272.
And why are we called inbestMe? Our name comes from joining the terms investment + best + me, which mean in other words "my best investment".
It all began in 2013 with a daughter and her father, when he lived abroad. His daughter had savings, but no investment know-how. Her father had the knowledge, experience and was eager to help. After going to the bank and dismissing that because of poor returns and high commissions, he decided to help his daughter by preparing a personalized investment plan using indexes. "What a pity so few people can get to invest their money like my daughter!" lamented her father.
They say that travelling opens your mind, that's what happened to her father. Because he lived in a more developed society and culture, he found that technology could help him bring that way of investing to many more people. He quickly came to think: "I have to help more people improve their investments." When he got back to his home country, he began talking to his friends about his project. Those friends talked to more friends. In the end the idea caught on with a few of them and together, in 2014, it all began. Today that father, Jordi Mercader, is the CEO of inbestMe.
inbestMe's mission is to contribute to improve financial culture and the sustainability of human activity as one of the ways to contribute create a better society and promote people's quality of life. inbestMe offers a complete set of low-cost, efficient, digital and automated investment services with the objective of democratizing investment and helping customers to better achieve their financial goals. inbestMe is a pioneer in indexed sustainable investment that it promotes in all its investment services.
In February, we receive authorization from the CNMV
In May, we become the 1st Spanish manager with personalized management
In October, we launch the 1st automated portfolio in the country with Socially Responsible ETFs
In November, we launch the 1st automated Value bias portfolio in the country
In May, we add Index Fund portfolios
In November, we add Pension Plan portfolios
In July, we add Indexed Funds with Socially Responsible
In November, we add Pension Plans with Socially Responsible
In January, we launched our underage wallets and in August we integrated PSD2 technology.