Motif is an investment platform that allows individuals and investment advisors to invest in stock and bond portfolios. It takes complex, expensive, and opaque financial products and converts them into intuitive, low-cost, transparent, convenient, customizable, values-based investments for users.
PRODUCTS & SERVICES:
Motifs - Online investment brokers platform to get market insights, investment theme, innovative trends.
It aims to help help individuals with an easy, intuitive way to invest in the ideas they believe in.
1) Impact Portfolio: Motif creates automated portfolios that are aligned to the user’s financial goals.
2) Trading Account: A motif is a basket of up to 30 stocks or ETFs intelligently weighted to reflect an investment theme, market insight or innovative trend. The trading account enables users to browse 150+ professionally built motifs or build their own motif, add, remove or modify stocks in the motif if desired and buy them in a single click for just $9.95.
3)IPOs: It enables users to take part in IPOs with as little as $250 or up to the IPO’s maximum plus flexible dollar-amount investing.
Viewable by subscribers only
Individual Investors, Financial Institutions and Investment Advisors
Pacific Life - To Offer New Cause-Driven Investing Products for Millennials
J.P. Morgan - To Provide Retail Investors Exclusive Access to IPOs
Investor’s Business Daily -To track the performance of the 25 top-ranked companies published every Monday in IBD
Ascent Private Capital Management - To serve as the exclusive manager of thematic portfolios for Ascent's advisors.
In March 2017, It has partnered with MSCIESG Research that develops a portfolio of investments based on assessments of a company’s performance.
Motif offers custom-made and user-generated funds of up to 30 stocks. Till date, the company has focused on providing retail investors an alternative to exchange-traded funds sold by companies like E*Trade Financial Corp. and Charles Schwab Corp.
Board Members and Advisors:
John Connors, Charles Moldow, Sergio Monsalve, Denmark West, Amit Shah, Ralph Oelbermann, Wesley Kong
Hardeep Walia is the Founder and CEO of Motif. He spent more than six years at Microsoft as the General Manager of the company's enterprise services business, and prior to that was a Director of Corporate Development and Strategy and oversaw Microsoft's investments and acquisitions. He started his career at The Boston Consulting Group. He holds a BS in Economics and Engineering from Yale University and an MBA from the Wharton School of Business.
VALUATION / MARKET CAP:
$500 MM in 2015
Currently, 180000 motifs are built or customised by the company.