Digital Investment Platform Norm Invest offers a streamlined, automated digital investment service focused on ETFs, which presents an opportunity to upsell advanced financial planning tools or integrated portfolio management solutions to enhance user experience and engagement.
Growing Market Presence With a revenue range of up to 10 million dollars and recent funding of 1.5 million dollars, Norm Invest is poised for expansion, making it an ideal prospect for financial technology providers seeking to partner on scaling digital financial services.
Tech-Driven Approach The company's reliance on digital tools like Bing Ads, Facebook, and Calendly indicates openness to innovative marketing and customer engagement platforms, creating sales possibilities for marketing automation and CRM software tailored for fintech.
Niche Investment Focus Specializing in ETF-based portfolios rather than individual assets, Norm Invest targets retail investors looking for diversified, low-cost investment options, offering an avenue for additional financial products such as advisory services or personalized investment insights.
Collaborative Opportunities Given its relatively small team of 11-50 employees and digital-first approach, Norm Invest is likely receptive to SaaS solutions and operational efficiencies that can support growth, providing potential sales opportunities for cloud services, automation, and back-office integrations.