Welcome to a new era of free investing and simple banking.

No minimums, no commissions,
no contracts.

Our mission

Create a financially literate and investment savvy community of investors. We seek to democratize the world of personal finance by making banking and investment management accessible, free, and easy for all.

We believe investing and banking should be fun, automated, simple and transparent.

Our Values

We aim to INSPIRE, BE HONEST, ENTERTAIN AND EDUCATE, BE INCLUSIVE and BE SUCCINCT.

Our Founders

Jose Carlos Navarro

President

Jose is a serial entrepreneur that has founded, operated and exited multiple successful companies. Most recently, as Global X Funds Co-Founder and CIO, Jose grew the company’s assets from $0 to $10B+ AUM. Jose is also President and Founder of Flex Funds.
Throughout his career, Jose has been involved in the asset management and brokerage business, having served in roles at Prudential Securities, MAPFRE Inversion, and Banco Santander. Jose earned his Bachelor’s degree from Universidad Autonoma de Madrid.

Rodrigo Garza

CEO

Rodrigo brings a combination of experience from tech, media and financial services with roles in sales, marketing and strategy throughout his career. Before Investium, he served as Senior Director of Strategy & Content for Univision, City CEO at Groupon and Vice President of Sales & Trading at Banorte Securities.
Rodrigo received a BA in Political Science from the University of Pennsylvania, an MBA from MIT Sloan School of Management and an MPA from Harvard Kennedy School of Government.

Money your way

The all-in-one mobile financial platform that suits your lifestyle and gives you a simple and safe way to bank and invest.

From Our Team

We want to make your experience as friendly as possible! Please reach out with any questions or concerns.