Finance Monthly - FinTech Awards 2022

37 Finance Monthly FinTech Awards 2022. Spa i n Firm Profile At inbestMe we work to create a better way to invest: simple, transparent, independent and with low costs. We do this by creating a personalized and independent investment plan for you and managing it for you. We use technology to automate everything we can. This allows us to offer really low costs and, consequently, better profitability. inbestMe is themost personalized automatedmanager in Spain. We offer portfolios of Indexed Investment Funds, ETFs and Pension Plans. We also have plans with dynamic management, with ISR (Socially Responsible Investment) biases, Value and fully customizable portfolios. As a custodian, the entity where your money is deposited, we work with: Interactive Brokers, GVC Gaesco, BNP Paribas and Banco Sabadell. This allows us to have clients from almost any country in the world and offer the same coverage as your bank (or even higher). We are regulated by the CNMV as a securities agency with no. 272. And why are we called inbestMe? Our name comes from uniting the English terms investment + best + me, which in Spanish means investment + better + my... I mean, we are “my best investment”. It all started in 2013 with a daughter and her father , while he was living abroad. The daughter had savings, but no investment knowledge. Her father was knowledgeable, experienced, and eager to help. After going to the bank and rejecting it due to her low profitability and her high commissions, the father decided to help her daughter by making her a personalized investment plan in indices. “What a pity that so few people know and can invest their money like my daughter!” lamented the father. They say that traveling opens your mind, that’s what happened to the father. Living in a more advanced society and culture, he discovered that technology could help him bring that way of investing to many more people . He quickly thought : “ I have to help more people improve their investments.” Arriving back in his home country he started talking to friends about his project. Those friends talked to more friends. In About Jordi Mercader Degree in business administration and management and MBA from ESADE and the UPC. Throughout his career he worked at Burberry along with its sensational transformation (including the IPO), reaching the positions of CFO, COO and CEO in Iberia and the Presidency of a global product division. He brings to inbestMe his strategic vision and experience as a financier and individual investor. Jordi supervises a team of 9 expert managers throughout the company. Since 2012, his portfolio is managed by inbestMe. Apart from being co-founder of inbestMe, Jordi has several personal investment plans in inbestMe, including an ISR plan, a Value plan, a Dynamic plan and a Pension Plan portfolio. the end, the idea caught on with a few and together, in 2014 , they started it all. Today the father , Jordi Mercader , is the CEO of inbestMe. Feel the peace of mind knowing that we do everything for you and that your account is protected with the maximum coverage on the market. Improve your profitability without giving up your values with our socially responsible investment plans. inbestMe’s mission is to contribute to improving financial culture and the sustainability of human activity as one of the ways to help create a better society and promote people’s quality of life. inbestMe offers a complete set of digital and automated, efficient and low-cost investment services with the aim of democratizing investment and helping its clients to better achieve their financial goals. inbestMe is a pioneer in indexed sustainable investment that it promotes in all its investment services.

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