Direct-to-consumer fund distribution

Launch a direct investment platform under your brand and grow valuable relationships with your end customers.

The easiest way to offer direct investing

Fund managers expect digital platforms to drive the shift toward direct distribution, but many are held back by the cost and complexity of setting one up. Huddlestock’s Investment-as-a-Service solution simplifies launching an investment platform, handling everything from onboarding to safekeeping and reporting. 

Grow relationships with your unitholders

Build a thriving customer community and brand with your own digital investment platform.

Add new revenue streams

Target new market segments and offer direct investment in your funds and other assets including stocks and bonds.

Gain insights into consumer behaviour

Analyse your customer groups and behaviour to inform product strategy and boost retention.

Scale your investment platform with ease

Automated processes and managed custody services enable you to focus on growing your customer base.

Capitalise on market trends

Respond quickly to evolving customer needs and emerging trends with simple portfolio management.

Future proof fund distribution

Add another layer to your distribution strategy that puts you in direct control of your proposition and target market.

Established technology and expertise to propel your business forward

  • Regulated by financial authorities in Germany 
  • B2B firm – you won’t compete with us for business
  • Ongoing support from capital markets and fintech specialists
  • Listed on the Euronext stock exchange
  • Easy integration via API from our professional partners

Latest insights

Event

Huddlestock at Bits & Pretzels 2025 in Munich!

September 13, 2025

We’re excited to announce that Huddlestock, a leading provider of Investment-as-a-Service and wealth management SaaS, will join the Bits & Pretzels Founders Festival in Munich from 29 Sept – …

Event

Huddlestock at Sibos 2025 in Frankfurt

September 9, 2025

From September 29 to October 2, 2025, Sibos—the world’s leading conference for the financial industry—will take place in Frankfurt am Main.  Under …

Event

Norway Fintech Festival 2025

March 10, 2025

Huddlestock will be attending Norway Fintech Festival 2025, taking place in Bergen from 1-3 April, marking the third edition of Norway’s premier fintech …

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