INTELLIINVEST – Democratizing Investment Decisions with Inclusive AI Solutions

INTELLIINVEST - Democratizing Investment Decisions with Inclusive AI Solutions

We are looking for European partners to join our CELTIC-NEXT proposal “INTELLIINVEST”, a mission-driven initiative aiming to reduce financial information asymmetry and democratize access to smart investment tools for everyone—regardless of experience level or financial literacy.

What’s the Problem?
In today’s financial markets, large investors have access to personalized advice, advanced analytics, and expert consultants—while small and mid-level investors often navigate markets with fragmented tools and limited information. This information gap leads to poor decisions, missed opportunities, and growing inequality in financial outcomes.

-Our Vision:

INTELLIINVEST will build a user-centric investment platform that brings the power of institutional-grade insights to everyday investors. With a single app, users will be able to:

View and manage all their investment accounts in one place,
Receive personalized and easy-to-understand investment suggestions,
Learn while investing—through explainable AI guidance, demo portfolios, and educational tools,
Make more confident decisions backed by real-time data and user-friendly insights.
This is not just a financial platform—it’s a step toward empowering individuals to take control of their financial futures.

Why This Matters for Europe:

INTELLIINVEST is designed to support pan-European financial inclusion goals by:
Making investment literacy more accessible,
Supporting diverse user groups (young investors, migrants, retirees, etc.),
Encouraging cross-border digital finance innovation,
Strengthening trust in AI-driven decision tools through explainability and fairness.

To build this inclusive solution, we seek partners across Europe who share our values of transparency, accessibility, and innovation: Financial institutions or brokers to co-design integration pathways and validate user needs FinTech startups to collaborate on product modules or share domain expertise Universities or research centers focused on financial inclusion, behavioral finance, or digital ethics Nonprofits or consumer organizations promoting financial literacy or supporting underserved communities Legal & compliance experts to ensure our solution aligns with GDPR, PSD2, and other EU frameworks