wealthtech-retail . financial research
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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.
Portfolio Mnangement, Risk Management, Dynamic Rebalancing
SAAS monthly fee per advisor/wealth manager.
Retail investors and banks
Huge amounts of time saved for wealth managers, powerful portfolio modeling, and significantly improved prospecting.
Patent(s) NOT_FILED
Our initial users are beta users, so they have received a significantly discounted price.
20.00
20
Jesse Chen
Jean-Marc Bougie
Peter Smyrniotis
Henry Bee
Jesse Chen
1-10
NO
1
$400 K
2016
$400 K
Mar 2016
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.
NO
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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.
Portfolio Management, Risk Management, Dynamic Rebalancing, Volatility and Drift Alerting, Prospecting
SAAS monthly fee per advisor/wealth manager.
Huge amounts of time saved for wealth managers, powerful portfolio modeling, and significantly improved prospecting.
COMMERCIAL LAUNCH
-We have a very ambitious team, and an aggressive road-map, driven by user and prospect feedback in the wealth management realm.
-Multivariate Garch leveraged in Risk Engine. -Superior risk questionnaire system. -A consolidated platform, easing log in fatigue.
Enterprise - Banks or Financial Institutions
Small and Medium Business - Online Retail
Small And Medium Business - Other
Quovo : Partner - integration
Quandl : Data - integration
Our initial users are beta users, so they have received a significantly discounted price.
20.00
20 Million
No live users/transaction yet
INITIAL CLIENTS
12
11-50
Our team is very hungry,,very talented, with team profiles available in the pitch deck, provided upon request.
Henry Bee, Jesse Chen
YES
NO
NO