Compare The Platform: Exo Investing

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Exo Investing

Exo Investing launched in April 2018. After a questionnaire on attitude to risk, investment experience and goals you are assigned a risk profile. Investors can choose the ‘style’ (e.g. low-volatility, socially responsible, corporate). If you’re unsure, AI algorithms tailor your portfolio.

Only ISA or general account available. Investors pay 0.75% a year to use Exo Investing and a 0.25% fee for ETF charges. No other charges.

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Available products & Wrappers

General Investments ISAs JISAs Pensions & SIPPs Junior SIPP Lifetime ISAs Others
SIPP coming soon
Research, Tools and Information

Advice, help and contact

Live Webchat support available. A content hub with guides and videos.

Further information

10 different risk levels offered.

Table of charges

PLATFORM CHARGES PRODUCT CHARGES OTHER CHARGES
£0-£99,999 0.75%
£100,000+ 0.50%
Ave underlying fund charge 0.25%

Minimum Investments

Lump-sum Top-ups Monthly
£5,000

Compare the Platform Says

Products & Wrappers Research & Guidance Charges OVERALL SERVICE
2.0
3.0
3.0
3.0
Limited product range, but good guidance and decent charges. App feels clear and concise, but lacks some web features.