Find out why the automated manager with the greatest customization
What we do
At inbestMe we work to create a better way of investing: simple, transparent, independent and with low costs. 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 allows us to offer really low costs and, consequently, better returns.
inbestMe is the automated manager with the most customization 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 and BNP Paribas This means we can serve clients from almost anywhere in the world and offer the same coverage as your bank (or even 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”.
Mission and values
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.
A daughter and her father
It all started in 2013 with a daughter and her father, while he lived abroad. The daughter had savings, but no investment knowledge. 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.
We start the activity
In February we received authorization from the CNMV
We launched inbestMe Plus
In May we became the 1st Spanish manager with a personal manager.
We launched SRI portfolio
In October we launched the 1st automated portfolio in the country with Socially Responsible ETFs.
We launch Value portfolio
In November we launched the 1st automated portfolio in the country with a Value bias.
We added Index Funds
In May we added Index Fund portfolios.
We launch Pension Plans
In November we added portfolios of Pension Plans.
We added SRI Index Funds
In July we added ISR-style Index Fund portfolios.
We add ISR Pension Plans
In November we added ISR-style Pension Plan portfolios.
We launched Kids Accounts and
Open Banking Integration
In January we launched our wallets for minors and in August we integrated PSD2 technology.
We launch Savings Portfolios
In November we launched our inbestMe savings portfolios in Euro and Dollar.
We launched the easy transfer of investment funds and pension plans
In February we launched the easy transfer of investment funds and pension plans from the connection with your bank.