Strategic collaboration Prometeia – everyoneINVESTED: an interview

What exactly is the scope of the strategic collaboration? 

Michele: In addition to our modular Digital Wealth Management Platform, which serves as the foundation for building the self-directed investor journeys, Prometeia brings decades of wealth management expertise, hundreds of successful project implementations, and deep advisory process knowledge, allowing us to design and deliver tailored, compliant self-directed solutions that create real value for institutions and their clients.

Jurgen: Next to technology everyoneINVESTED also brings it expertise to build digital applications that find the optimal balance of user convenience, business impact and regulatory compliance ; the collaboration further aims for continuous enhancements and innovation for example by adding AI applications

Can you explain the contribution of the two partners to the joint offering of the collaboration?

Michele: Our advisory platform’s financial and analytics engines allow us to take profiling inputs and transform them into compliant, personalized, self-directed investment journeys, covering everything from investment proposals through post sale monitoring, management and rebalancing. The result is advisory journeys that are designed to be compliant and fully aligned with each institution’s service model and digital strategy.

Jurgen: We contribute with a digital playful component for retail investors to accurately and reliably quantify various aspects of their investor preferences, rooted in academic research, tested at large in several European countries including Italy, presented to several supervisory authorities including ESMA, implemented in multiple MiFID jurisdictions

Is there a specific reason for the timing of the collaboration?

Michele: We have been working together for quite some time, and the partnership has now matured to a point where we can offer a robust end to end self-directed solution to the market. The timing is right because we can combine proven profiling with proven advisory technology and deliver it as one seamless offering, while helping institutions digitize services for retail investors and adapt to capture emerging client demographics, such as Gen Z.

Jurgen: Investment flows originating from retail investors have grown substantially in the US over recent years, the impact of this has been noted very clearly in 2025, the mission of everyoneINVESTED is to support this evolution also in Europe with tooling that contributes to conscious decision-making, the collaboration with Prometeia helps us to embed our expertise and a performant end2end solution

Does the collaboration target a specific geography?

Michele: Europe is naturally our main target because it is a highly regulated market with strong demand for digital wealth services, and both of our solutions are already proven here. But we don’t see boundaries. The strength of the collaboration is that it can adapt to different regulatory frameworks and client expectations. We could take the combine solution anywhere institutions are looking to digitize their wealth services, as long as it can localize appropriately to the targeted market’s landscape.

Jurgen: Over the past years everyoneINVESTED has performed large scale field research in multiple European countries (Belgium, Ireland, Netherlands, Spain, France, Italy, United Kingdom and Greece) ; the reason for the research was to support our local business development but also to confirm that the tooling confirms its value when used by very diverse panels in terms of education level, financial wealth or investor experience ; the collaboration with Prometeia will contribute to bringing our research results to a wider audience of potential clients.