IVM Markets: AI-driven software for equity-structured product idea generation

In an era marked by digital transformation and data-centric innovation, IVM Markets stands out as a pioneering B2B SaaS platform reshaping the structured products market. Founded by former structured products bankers Volodymyr Gubskyi and Ildar Farkhshatov, the company has leveraged nearly two decades of experience to develop AI-powered solutions that optimize equity-structured products. With a mission to democratize finance and create a more transparent investment landscape, IVM is empowering financial distributors—including brokers, asset managers, and private banks—to provide tailored investment solutions that resonate with individual client goals.

As the financial landscape evolves, IVM Markets is at the forefront of this transformation, making noteworthy strides that solidify its status as one of the best companies in the industry today.

Driving Innovation Through AI

What distinguishes IVM Markets from its competitors is its robust utilization of artificial intelligence to revamp traditional processes associated with structured products. In an industry where optimizing and personalizing financial offerings has often been cumbersome and inefficient, IVM’s AI-driven platform enables distributors to analyze and price thousands of product variations in mere seconds. This revolutionary approach not only identifies high-upside, low-risk investment opportunities but also enhances the overall effectiveness of wealth management strategies.

The genesis of IVM’s platform lies in understanding a significant gap in the existing market—distributors have struggled to deliver personalized investment ideas due to time-consuming manual processes. By automating stock curation and facilitating real-time pricing, IVM Markets has uncovered untapped potential for financial professionals, allowing them to offer unique strategies tailored to the specific needs of their retail and high-net-worth clients.

Leading by Example: A Proven Management Team

The management team at IVM Markets epitomizes industry expertise and visionary leadership. President Eric Glicksman, who spearheaded UBS’s Structured Solutions business for 18 years, brings extensive experience and a track record of success, having led UBS to numerous awards for structured products. His impressive accolades—such as being inducted into the SPi Hall of Fame and receiving the SRP Lifetime Achievement award—highlight his commitment to excellence in the structured products field.

Alongside Glicksman, COO Nadia Kozyreva brings her vast operational experience from leading roles at GE Capital and Deutsche Bank, while Commercial Director Justin Sangster leverages nearly two decades in SaaS sales and relationship building. Under the independent leadership of President Eric Glicksman, COO Nadia Kozyreva, and Commercial Director Justin Sangster, IVM Markets drives growth and innovation..

Transformational Achievements

Since its founding, IVM Markets has garnered recognition at local, regional, and international levels for its innovative solutions and impactful approach. Its signed partnerships and rapid market adoption reflect a vast and growing network of clientele benefiting from its technology. For instance, organizations like Macro Wealth Advisors USA and Momentum Securities South Africa have praised the platform for its ability to systematically uncover investment opportunities, elevating their operations.

Furthermore, recent funding rounds—including a notable $3.4 million led by SixThirty Ventures—demonstrate robust investor confidence in IVM’s future prospects. This capital infusion will facilitate the firm’s expansion and the development of cutting-edge, AI-based analytics features to further empower its clients.

Ethical Investment and Transparency
IVM Markets embodies a commitment to not just technological advancement but also ethical investment practices. The firm seeks to bridge the ethical gap prevalent in the structured products landscape, where certain distributors may present high-volatility investments as bait, without conducting proper risk assessments. By prioritizing data-driven, risk-conscious selection, IVM challenges these outdated methods and builds a more transparent investment ecosystem.

Future Outlook: Navigating Growth and Challenges

The outlook for IVM Markets is promising as demand for personalized financial solutions proliferates. With the structured products market expected to grow exponentially on the back of digitalisation, particularly in the U.S., IVM is well-positioned to capitalize on this trend. However, challenges loom on the horizon, including margin compression and increased competition among the structured products distributors as industry players adapt to the digital age. Traditional players relying on outdated methods are at risk of being outpaced by IVM’s innovative, AI-driven solutions that proactively identify optimal investment ideas.

As competition intensifies, IVM’s ongoing commitment to enhancing personalization, ethical investing, and transparency will set it apart from its rivals. The firm plans to deepen its partnerships within multi-issuer platforms, enrich its product offerings, and respond swiftly to the evolving needs of distributors and investors alike.

Volodymyr Gubskyi, Co-founder

Volodymyr Gubskyi is a dedicated advocate for making investing more accessible and personalized for all individuals. A graduate of the prestigious London School of Economics, he has consistently aimed to differentiate investment content generation from liquidity provision in structured products throughout his career.

With a robust background in derivatives and special situations solutions, Volodymyr has gained valuable expertise while working at leading financial institutions, including Merrill Lynch, RBS, and Deutsche Bank. His extensive experience in these high-caliber environments has established him as a knowledgeable authority in the field.

In 2018, Volodymyr co-founded IVM Markets Ltd, where he has combined his insights and experience in structured products to create innovative solutions for the financial industry. IVM Markets is proud to offer a cutting-edge white-label solution that operates as a SaaS product tailored for wealth managers, asset managers, brokers, private banks, and insurance companies. And so today under the leadership of IVM’s independent management team (mentioned earlier)IVM Markets Ltd emphasizes optimizing ideation in structured products, focusing on enhancing the creativity and strategy behind investment offerings rather than merely the execution process.

“Our software is tailored to the needs of wealth managers, asset managers, advisors, brokers, and insurance.”