Cassia Research
wealthtech (retail) . financial research
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About
Cassia Research Inc. is a quantitative investment research firm founded in 2013. Cassia Research Inc. is a pioneer in designing and implementing investment strategies that can change and adapt in response to today’s rapidly shifting market conditions. Machine learning and statistical techniques such as PCA, SVM, Bootstrap, and Convex Optimization are used to build regime switching trading models and portfolio optimization algorithms.
Cassia Research Inc. is a quantitative investment research firm founded in 2013. Cassia Research Inc. is a pioneer in designing and implementing investment strategies that can change and adapt in response to today’s rapidly shifting market conditions. Machine learning and statistical techniques such as PCA, SVM, Bootstrap, and Convex Optimization are used to build regime switching trading models and portfolio optimization algorithms.
Focus
PRODUCTS & SERVICES
Portfolio Mnangement, Risk Management, Dynamic Rebalancing
REVENUE MODEL
SAAS monthly fee per advisor/wealth manager.
MAIN CLIENTS
Retail investors and banks
PRIMARY PROBLEM SOLVED
Huge amounts of time saved for wealth managers, powerful portfolio modeling, and significantly improved prospecting.
INTELLECTUAL PROPERTY
Patent(s) NOT_FILED
Traction
REVENUE COMMENT:
Our initial users are beta users, so they have received a significantly discounted price.
NUMBER OF TRANSACTIONS:
20.00
ACTIVE USERS:
20
People
FOUNDERS
Jesse Chen
BOARD MEMBERS AND ADVISORS
Henry Bee
Jesse Chen
Jean-Marc Bougie
Peter Smyrniotis
NUMBER OF EMPLOYEES
1-10
INVESTORS:
COMMENT:
Our team is very hungry,,very talented, with team profiles available in the pitch deck, provided upon request.
Momentum
FUNDED
YES
LISTED
NO
For Investors
FUNDING NEEDED:
$600 K
EXIT STRATEGY
Plan to build the company, and potentially take it public if it makes sense when the time comes.
MONTHS LEFT WITH CURRENT CASH BURN RATE:
8 months from 14 Mar, 2017
Innovation Programs
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FOUNDING YEAR:
LOCATION:
Views:
About
Cassia Research Inc. is a quantitative investment research firm founded in 2013. Cassia Research Inc. is a pioneer in designing and implementing investment strategies that can change and adapt in response to today’s rapidly shifting market conditions. Machine learning and statistical techniques such as PCA, SVM, Bootstrap, and Convex Optimization are used to build regime switching trading models and portfolio optimization algorithms.
Cassia Research
About
Cassia Research Inc. is a quantitative investment research firm founded in 2013. Cassia Research Inc. is a pioneer in designing and implementing investment strategies that can change and adapt in response to today’s rapidly shifting market conditions. Machine learning and statistical techniques such as PCA, SVM, Bootstrap, and Convex Optimization are used to build regime switching trading models and portfolio optimization algorithms.
Focus
PRODUCTS & SERVICES
Portfolio Management, Risk Management, Dynamic Rebalancing, Volatility and Drift Alerting, Prospecting
REVENUE MODEL
SAAS monthly fee per advisor/wealth manager.
TOP PROBLEM SOLVED
Huge amounts of time saved for wealth managers, powerful portfolio modeling, and significantly improved prospecting.
INTELLECTUAL PROPERTY
Patent(s) not Filed
PRODUCT DEVELOPMENT STAGE
COMMERCIAL LAUNCH
PRODUCT DEVELOPMENT COMMENT
-We have a very ambitious team, and an aggressive road-map, driven by user and prospect feedback in the wealth management realm.
KEY DIFFERENTIATORS
-Multivariate Garch leveraged in Risk Engine. -Superior risk questionnaire system. -A consolidated platform, easing log in fatigue.
PRIMARY CUSTOMER TYPE
Enterprise - Banks or Financial Institutions
Small and Medium Business - Online Retail
Small And Medium Business - Other
STRATEGIC CLIENTS AND PARTNERSHIP
Quovo : Partner - integration
Quandl : Data - integration
People
FOUNDERS
Jesse Chen
NUMBER OF EMPLOYEES
11-50
KEY EMPLOYEES:
CEO, FOUNDER: Henry Bee
CTO, FOUNDER: Jesse Chen
CRO: Mojan Butler
TEAM COMMENT:
Our team is very hungry,,very talented, with team profiles available in the pitch deck, provided upon request.
BOARD MEMBERS AND ADVISORS:
Henry Bee, Jesse Chen, Jean-Marc Bougie, Peter Smyrniotis
INVESTORS:
Momentum
FUNDED
YES
TOTAL FUNDING:
$400 K
FUNDING COMPLETED
NO
LISTED
NO
FUNDING SERIES
Seed --- Mar 2016 --- USD400 K at a USD4 Mvaluation Comment on Seed We are in the middle of our second fundraising round, with more $400,000 in the bank out of a total of $1,000,000 target for this round.Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!
Cassia Research Inc. is a quantitative investment research firm founded in 2013. Cassia Research Inc. is a pioneer in designing and implementing investment strategies that can change and adapt in response to today’s rapidly shifting market conditions. Machine learning and statistical techniques such as PCA, SVM, Bootstrap, and Convex Optimization are used to build regime switching trading models and portfolio optimization algorithms.
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Cassia Research
About
Cassia Research Inc. is a quantitative investment research firm founded in 2013. Cassia Research Inc. is a pioneer in designing and implementing investment strategies that can change and adapt in response to today’s rapidly shifting market conditions. Machine learning and statistical techniques such as PCA, SVM, Bootstrap, and Convex Optimization are used to build regime switching trading models and portfolio optimization algorithms.
Focus
PRODUCTS & SERVICES
Portfolio Management, Risk Management, Dynamic Rebalancing, Volatility and Drift Alerting, Prospecting
REVENUE MODEL
SAAS monthly fee per advisor/wealth manager.
TOP PROBLEM SOLVED
Huge amounts of time saved for wealth managers, powerful portfolio modeling, and significantly improved prospecting.
PRODUCT DEVELOPMENT STAGE
COMMERCIAL LAUNCH
PRODUCT DEVELOPMENT COMMENT
-We have a very ambitious team, and an aggressive road-map, driven by user and prospect feedback in the wealth management realm.
KEY DIFFERENTIATORS
-Multivariate Garch leveraged in Risk Engine. -Superior risk questionnaire system. -A consolidated platform, easing log in fatigue.
PRIMARY CUSTOMER TYPE
Enterprise - Banks or Financial Institutions
Small and Medium Business - Online Retail
Small And Medium Business - Other
STRATEGIC CLIENTS AND PARTNERSHIP
Quovo : Partner - integration
Quandl : Data - integration
People
FOUNDERS
Jesse Chen
NUMBER OF EMPLOYEES
11-50
KEY EMPLOYEES:
CEO, FOUNDER: Henry Bee
CTO, FOUNDER: Jesse Chen
CRO: Mojan Butler
TEAM COMMENT:
Our team is very hungry,,very talented, with team profiles available in the pitch deck, provided upon request.
BOARD MEMBERS AND ADVISORS:
Henry Bee, Jesse Chen, Jean-Marc Bougie, Peter Smyrniotis
INVESTORS:
Momentum
FUNDED
YES
TOTAL FUNDING:
$400 K
FUNDING COMPLETED
NO
LISTED
NO