Investment POD

wealthtech-retailinvestment platformscapital market tech

FOUNDING YEAR: 2012
LOCATION: United States
Last Update: 17/07/2020

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About

InvestmentPOD is a digital wealth management platform to offer multi-investment strategy portfolio solutions for wealth advisors, family offices, and individuals. It created a customized digital platform that uses automated investing algorithms to provide multi-strategy & asset diversification (Passive, Opportunistic, and Defensive). It also lowers the trading cost. Moreover, it allows advisors to build portfolios that are diversified across both assets and strategies. InvestmentPOD is backed by the SixThirty FinTech accelerator, UMB Bank and Prosper, has won multiple industry awards such as Global Fund Awards 2017, AI 2017 International Fund Awards, Wealth management.com 2017 industry awards, ACQ5 Global Awards 2017, etc.

Focus

PRODUCTS & SERVICES

The company offers White labeled multi-investment strategies tool for wealth advisors, family offices, and individuals. It's Investment Simulator, which lets to create personal investment POD strategy through an asset allocation software. The tool features are; generate automated trade signals, muti-investment strategies, providing up-to-date simulated historical performance statistics on their selected POD combinations, easy to integrate with other clearing brokers, and streamline the client onboarding process.

REVENUE MODEL

InvestmentPOD charges advisors a fee ranging from 20 basis points to 90 bps, depending on the firm’s AUM and desired amount of customization.

EXISTING PARTNERSHIPS

Brokerage partners: TD Ameritrade

Interactive brokers

Charles Schwab

People

FOUNDERS

Jacqueline Ko Matthews

Jacqueline Ko Matthews

NUMBER OF EMPLOYEES

1-10

INVESTORS:

Prosper

Prosper Women Entrepreneurs

ScratchWorks

SixThirty

Sixthirty accelerator

UMB Bank

KEY EMPLOYEES:

Jacqueline Ko Matthews (CEO); Peter Matthews (Chief Investment Officer); Andrew Smith (CTO)

COMMENT:

Prior to founding InvestmentPOD, Matthews was an investment banker,wealth manager with Goldman Sachs.

Momentum

FUNDED

YES

TOTAL FUNDING

$150 K

DATE OF LAST FUNDING

Jul 2018

SEED & PRIOR FUNDING

$50 K

SEED CLOSED ON

Jan 2016

FUNDING SERIES

SERIES A  · $100 K  · Jul 2018

LISTED

NO

Innovation Programs

BASICS

FOUNDING YEAR:

2012

LOCATION:

United States

Views:

219 VISITORS | 358 VIEWS
LATEST FUNDING ROUND

$150 K

TOTAL EMPLOYEES
1-10

About

InvestmentPOD is a digital wealth management platform to offer multi-investment strategy portfolio solutions for wealth advisors, family offices, and individuals. It created a customized digital platform that uses automated investing algorithms to provide multi-strategy & asset diversification (Passive, Opportunistic, and Defensive). It also lowers the trading cost. Moreover, it allows advisors to build portfolios that are diversified across both assets and strategies. InvestmentPOD is backed by the SixThirty FinTech accelerator, UMB Bank and Prosper, has won multiple industry awards such as Global Fund Awards 2017, AI 2017 International Fund Awards, Wealth management.com 2017 industry awards, ACQ5 Global Awards 2017, etc.

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Innovation Programs

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