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, 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.
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 has a dual mission: to help our clients enjoy better management of their savings, and to enhance their financial nous. We have been successfully carrying out the first by being the most personalized automated manager in the country. The second is accomplished by constantly generating content and financial education events. Our values: transparency and humanity.
In Feb. we receive authorization from the CNMV
In May we become the 1st Spanish manager with personalized management
In Oct. we launch the 1st automated portfolio in the country with Socially Responsible ETFs
In Nov. we launch the 1st automated Value bias portfolio in the country
In May we add Index Fund portfolios
In Nov. we add Pension Plan portfolios
In July we add Indexed Funds with Socially Responsible
We are keeping on working