Evli

๐Ÿ“ Helsinki, FI
๐Ÿท๏ธ other
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Investment Thesis

Evli is a Nordic wealth manager offering a range of investment services to individuals, corporations, and institutions. Their investment strategy focuses on providing results-oriented asset management, offering both active funds and tailored investment solutions. They emphasize expertise and a Nordic values-based approach to wealth management, aiming to create a more prosperous future for their clients. Evli offers personalized service for clients with over 300,000 EUR in investment assets, complete asset management with a minimum of 10,000 EUR investment, and a wide range of funds to suit different investment and risk profiles. Their alternative fund selection includes private equity, real estate, forestry, lending and infrastructure funds. These are suited only for professional investors due to their complexity and illiquidity.

Stage Focus
Not explicitly mentioned, but services range from retail investors to institutional clients, suggesting a wide range of investment stages depending on the specific product.

Preferred startup development maturity for initial funding deployment.

Sectors & Themes

Asset Management, Funds (Equity, Fixed Income, Balanced, Real Estate, Private Equity, Real Estate, Forestry, Lending, Infrastructure), Private Banking, Institutional Asset Management, Digital Asset Management

Core thematic spaces, technologies, and target market segments of interest.

Check Size Range
N/A

Standard financial allocation per investment round.

Outreach & Dossier Intelligence

Direct Verification Contact Email Pattern

[email protected] | [email protected]

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