FinovateEurope 2023 / Merlin Investor

Presenter Profile:

How they describe themselves: Merlin Investor is a fintech company on a mission to democratize access to investment strategies and offer a software for strategic investment planning and management to retail investors.

The Merlin Investor community is made of passionate retail investors we educate and empower to become the one and only master of their own financial future thanks to strategic investment planning and risk diversification.

How they describe their product/innovation: The Merlin Platform is a multi-asset educational, strategizing and tracking tool for personal investment strategies aimed to limit potential catastrophic losses and build long term stable results. It is complementary to any trading platform and designed for any kind of retail investor. Available either on desktop or mobile, it allows users to easily retrieve market data and sentiment from different sources of inspiration, create, analyze, compare and backtest an infinite set of investment strategies, and track portfolio performance.

Product distribution strategy: Direct to Consumer (B2C)

Contacts:

Bus. Dev.: Guido Petrelli (Founder & CEO), guido.petrelli@merlininvestor.com
Press: Guido Petrelli (Founder & CEO), guido.petrelli@merlininvestor.com | Alexa Reinfeld (PR Supervisor), areinfeld@5wpr.com


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