FinovateSpring 2012 / Kuspit

Presenter Profile:

How they describe themselves: Kuspit is the easiest way to invest online. Kuspit is a regulated broker/dealer in Mexico targeting all online banking users to create an investment community where learning, sharing, comparing, and investing dynamically integrate with one another.

Many of us are wary of financial markets and investing in securities. Kuspit helps us navigate the securities world as we gradually become experienced investors who understand risk taking and potential return.

Kuspit targets retail investors with no previous experience investing in securities. Kuspit believes that all of us need to learn how to make financial decisions and investments during our entire journey of life.

How they describe their product/innovation: The fundamental concept we need to understand as retail investors is risk. Most financial intermediaries focus on explaining return to their customers, which is only a consequence of the financial risks we are willing to take.

Kuspit offers a strong visual emphasis on the relationship between risk and return, a community where investors can follow each other to gain perspective, and tools for learning and managing risk in an investment framework.

Learning is a cornerstone in Kuspit’s offering: each investor needs to learn about each financial product before having the ability to invest in such a product.


Bus. Dev. & Press: Rodrigo Ocejo, Founder & CEO,
Sales: Jean Lopez, CMO,

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