Invvest

Inspiration

We realized that the biggest factor affecting women in asset management was confidence, and confidence grows through community and identity, not spreadsheets.

That’s where the idea for Invvest began: What if investing felt more like joining a supportive group than facing a financial test alone?

What it does

Invvest is a web app that transforms investing from intimidating and confusing into something personal, social, and emotionally intuitive.

It does this through:

A Financial Personality Test ("Investment Persona") - A 20-question personality assessment that profiles users across four investing dimensions:

Short-term ↔ Long-term
High-risk ↔ Low-risk
Clarity ↔ Complexity
Consistent ↔ Lump Sum

Users receive a 4-letter financial identity that gives them language to understand their investing style.

Investment Recommendations Based on Personality

Funds are tagged with personality traits such as “Low-Risk · Long-Term” or “Clarity · Consistent Yield,” making investing intuitive and aligned with personal behavior.

Community Feed

Users can:

Share their investment decisions
See what peers with similar personalities are investing in
Like & comment to learn together This normalizes investing, builds confidence, and creates social reinforcement.

Advisor Matching

Financial advisors also take the personality test. Users get matched based on:

Communication style
Investment philosophy
Behavioral compatibility This reduces intimidation and makes advisors feel like partners rather than authority figures.

How we built it

Frontend: React, TypeScript, Tailwind CSS

Backend: Python

Integrating: Gemini API, Morning Star Ranking API

Accomplishments that we're proud of

Creating the first-ever Investment Persona tailored to mass-market women.
Building a platform that transforms investing from a solo activity into a community experience.

What we learned

Creating proper matching criteria and algorithm
Personalization creates ownership
How to design for people who "don't know where to start"

Challenges we ran into

Designing a personality test that feels intuitive and non-financial, but still yields meaningful financial recommendations

What's next for Invvest

Scaling to include features for specific niches of women
Launch Invvest Circles: small groups where women can learn, share, and grow through in-person meet ups. (Phigital spaces!)
Add investment simulations so beginners can “practice” investing with no risk