Celeris Partners, a strategic advisory and RevOps firm specializing in go-to-market acceleration and institutional-grade positioning, has taken a minority stake in Investiflex, an AI-driven portfolio management platform delivering precision insights for smarter investments and safer risk decisions.
Investiflex empowers financial institutions, trading platforms, and wealth managers with real-time forecasting, personalized investment guidance, and transparent model logic. Its multi-layered AI architecture analyzes structured and unstructured data to generate forward-looking predictions, strengthen compliance, and build investor confidence.
“Investiflex is solving one of the most urgent problems in modern investing: how to make confident decisions in complex, fast-moving markets,” said David Sasson, Managing Partner at Celeris Partners. “Their AI platform doesn’t just forecast, it builds trust, transparency, and strategic clarity for institutions and individual investors alike.”
The partnership will accelerate Investiflex’s enterprise traction, sharpen its messaging for regulated financial markets, and support its roadmap toward embedded intelligence across trading ecosystems.
“We built Investiflex to give investors a smarter, more transparent way to navigate volatility,” said Sasha Uritsky, CEO of Investiflex. “Celeris brings the strategic firepower to help us scale our impact across banks, funds, and exchanges. We’re thrilled to have them on board.”
With active deployments across crypto exchanges, banks, and retail investment platforms, Investiflex is rapidly becoming a trusted layer of intelligence for firms seeking to enhance decision-making, improve user engagement, and future-proof their investment infrastructure.
As global investment surges into platforms tackling unstructured data, Investiflex is already delivering enterprise-grade intelligence from it. The platform ingests and interprets real-time market signals, news, social sentiment, and regulatory updates, transforming messy, fast-moving inputs into validated forecasts and actionable guidance.
Its differentiated architecture includes:
- An investment methodology layer that adapts to individual strategies
- A semantic layer that extracts context-rich insights from market signals
- A generative layer that delivers clear, personalized summaries
Every prediction is traceable, with historical accuracy and model logic fully visible to users, building trust and enabling smarter, faster decisions across the investment lifecycle.
