Can utility providers embed investment products?

Evergreen is a B2C investment solution, but in recent years the company started working with fintech startups. Most recently, they see an increasing demands of non-financial providers: from utility providers to travel companies.

Author

Lars Markull
July 02, 2024

Hi embedded finance friend

I am sitting in the train right now and am heading to Frankfurt for the ‘Embedded Finance Day’ of the Digital Finance Accelerator organised by TechQuartier. I will be holding two presentations (A masterclass for building embedded finance products and an embedded finance state of the art keynote) and I will moderate the embedded lending panel as well.

I am considering to share my slides for the two presentations in the next few days. If you are interested in the slides, please give me a sign via the survey at the of this mailing.

Today is a podcast day. In today’s episode we dive into a rather new use-cases for embedded finance. At least for me. At our last Embedded Finance Event in Berlin in April, I chatted with Iven Kurz and he told me about a new type of non-financial brands exploring to embed investment products. I immediately asked him if he wanted to share this story on my podcast, and luckily he agreed 👇

Podcast 🎙️

Can utility providers embed investment products?

I spoke with Iven Kurz, CEO and founder of Evergreen. Evergreen is a German- asset manager that started with a direct to consumer investment product, but in the past few years they also partnered with various fintech startups. Most recently, they started to engage with various non-financial brands.

You can find the podcast on Spotify, Apple Podcasts and other podcasting platforms.

In this episode we discuss:

  • Why Evergreen started to engage with non-financial brands

  • How big the embedded finance opportunity for Evergreen could be

  • What type of non-financial brands could consider to offer investment products

  • Why utility providers and travel companies are well positioned and what their embedded finance product could look like

I hope you enjoy the podcast episode! If you have any thoughts or personal experience in the space, please reach out. I am happy to continue the conversation.

If you prefer to read, you can find a written summary of the interview here.

What did you think about this podcast episode?

Please add some more details after clicking on the link, so I can understand better what you liked and what you didn't like.

Login or Subscribe to participate in polls.

Somebody forwarded you this email? Subscribe for free.

Are you planning to start your own newsletter? Check out Beehiiv and get 20% off.

Reply

or to participate.