Connect, Aggregate
and Analyze
Fund@mental is the premier professional technology platform within the wealth management community.
Its utilization of advanced research ensures unbiased access to the finest investment products and top-tier analysis.
Everything in
one place
Fund@mental is the only tool you need for a full picture of the financial markets. Intuitive features put you in control of full market data. See more of what matters to you, in less time.
Professional Expertise
A solution for every user
Fund@mental is a global, independent, regulatory compliant, multi-language, mobile Fintech that enhances wealth managers, advisors and investors “money-management" experience by simplifying the investment decision-making process.
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It relies on a centralized database of extensive financial markets and product data which then aggregates and displays through easy-to-read screens generating multiple investment reports that facilitate investment decisions and advise.
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It’s proprietary tools and modules are highly demanded by market participants, willing to subscribe to our competitively priced cloud-based subscription model, and take advantage of a direct interaction between investors, advisors and asset managers.
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While there are other service providers in the industry offering similar yet less-compelling products, Fund@mental has the advantage of operating a centralized database which allows for the aggregation and expansion of services at a faster, more cost-effective speed, democratizing access to financial market’s high-quality data and analytics.
Built by wealth managers,
for wealth managers and clients.
See more in less time
Our fully customizable platform puts you in control. See the data you want to see, how you want to see it. Get instant access to market data — from anywhere in the world.
Simplify your everyday
All the data you need in one place, a combined news service and an easy-to-use interface makes your working day brilliantly simple.
Designed to be inclusive
We’re flexible. In a financial landscape full of conventional approaches, we break the mold to let you tailor your vision just the way you like.
Customer
Experience
We believe awesome data should be available to everyone, no matter the size of your portfolio.
Financial Advisors
Whether you’re a Wealth Manager, Financial Advisor, Trader, Research Analyst and Sales Representative, Fund@mental has everything you need, all in one place.
Institutional Investors
Comprehensive access to products and services a the tip of your fingers, with transparency using powerful analytics and reporting capabilities.
Individual investors
Compare investment strategies, simulate scenarios, learn about financial markets and asset managers to make better informed decisions. Wherever you are.
Asset Managers
Equip your sales team with best-in-class tools to advise your clients and compete with the best firms at a global scale.
Our Mission
To equip every wealth manager in the world, no matter their size, with the best data and tools; empowering them to achieve more.
Powerful analytics tool
Strong client relationships are at the core of what we offer
An incredible universe of Mutual Funds and ETFs (US and International), Stocks and bonds.
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Comparisons, historical analysis, returns, volatilities and other studies.
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Portfolio construction, tracking…and Yes! Portfolio proposals. All the analytics you need within 3 clicks.
The complete portfolio solution for investors
Experience Fund@mental's exclusive features, tailored to simplify your life. Access extensive data and valuable insights. With robust graphing tools and customizable dashboards, Fund@mental empowers you, ensuring simplicity, accuracy, speed, and security.
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Designed by investors, for investors, Fund@mental provides you with everything you need to effectively manage your investment portfolios.
Custom Dash Board
For premium users, Fund@mental provides access to Global Market data in one place. It will allow you to follow all asset classes, with the ability to identify trends, winners and losers. Equity and Fixed income Indices, Currencies, Commodities and more.
Experts embedded
in your team
With a team of expert professionals, we’re here to guide you through the process and help you every step of the way – so you can focus on the decisions that really matter to you.
Meet the Team
Fund@mental’s leadership team, comprised of experienced executives from across multiple industries and disciplines, is dedicated to delivering exceptional service to our clients. This group is supported by team members on core functional and client service teams in offices around the world.
Gustavo Cano, CFA, FRM
Founder & CEO
Gustavo Cano, brings 28+ years' expertise in Wealth Management in Miami, working with US and global clients. Beginning with BBVA in an executive program. He managed portfolios for UHNWI and advised several Pension plans in Latin America. His tenure includes key roles at Banco Sabadell, before leading UHNWI strategy at BBVA. He holds a degree in theoretical Physics from UC. He is a CFA charterholder and holds the Financial Risk Manager designation.
Yender Boyer
Managing Partner
Yender has more than 23 years of experience as software developer, having work as consultant, analyst and coordinator of technology projects and teams for IPASME, PDVSA and e-digital. He’s a full stack developer with broad experience in developing applications and technology infrastructure.
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Michael Averett
Advisory Board, Fund@mental
Michael is the Chief Revenue Officer at Insigneo. Prior to that he was the Head of Business Development for Bolton Global Capital. Before joining Bolton he spent 21 years in various leadership roles at Citigroup for the 25 Billion AUM International Personal Bank division. A Montana native, he holds BA in Business Administration and Spanish from Concordia College and a Master of International Management from the Thunderbird School of Global Management.
Javier Ruiz
Co-founder
Javier Ruiz, holds a 5 year degree in Mathematics from Universidad Complutense in Madrid, and brings over 28 years of Wealth Management experience. He managed mutual fund strategies at Credit Suisse and Clariden in Switzerland, and Santander Asset Management in Spain, before co-founding Fund@mental with Gustavo Cano, whom he met at BBVA executive program in 1996.
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Lars Jensen
Advisory Board, Fund@mental
Lars is the founder and CEO of FDS. Prior to that, he headed Legg Mason's Americas International Unit, overseeing Wealth Management and Institutional business across the Caribbean, Canada, US NRC, Central, and South America. Starting in Miami in 2001, he expanded client networks and institutional business in South Florida. Earlier, he worked at First Union in banking, insurance, and securities.
Manlio Arena
Advisory Board, Fund@mental
Manlio is the founder and CEO of GWM Partners, a Multi Family Office located in Miami and São Paulo. He has over 25 years of experience in the wealth management industry with client management, strategy, and business development. He started his career in 1993 in Brazil and moved to Merrill Lynch in 1999, which he left to found GWM Partners in 2012.
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José Santamaría
Managing Partner & CIO
José Santamaría, brings 38+ years of financial expertise building investment solutions, including alternative investments, real estate, private equity, hedge funds, fixed income and lending from roles at PNC Private Bank, BBVA, Deutsche Bank, UBS, JPMorgan Chase and Citibank. With a Masters in business administration, a BBA in economic sciences, José actively supports a variety of social causes. He holds memberships with NYSSA and the CFA Institute.
Christopher Stapleton
Advisory Board, Fund@mental
Chris is a co-founder and Managing Partner at the AMCS Group, headquartered in Miami and Montevideo. Launched in April 2018, the AMCS Group is a leading independent distributor and consultancy for asset managers and wealth planning providers across the US non-resident and Latin American markets. Prior to AMCS, Chris was Head of Americas Distribution for Old Mutual Global Investors.