• FOUNDING YEAR: 2014
    LOCATION:
    United States
    REGION:
    DC
    Last Update:
    18 Oct, 2019

Description

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:
Viewable by subscribers only
EXISTING PARTNERSHIPS:
Brokerage partners: TD Ameritrade, Interactive brokers, Charles Schwab

PEOPLE

FOUNDERS:
Jacqueline Ko Matthews
INVESTORS:
Sixthirty accelerator, Prosper, 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 and wealth manager with Goldman Sachs.

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$3.35 Millions
DATE OF LAST FUNDING:
May 2016
SEED & PRIOR FUNDING:
$3.25 Millions
SEED CLOSED ON:
May 2016
FUNDING SERIES:
SERIES A
$100 K Closed: Jul 2018
COMMENTS
SERIES A : 100K
LISTED:
NO

LATEST RESEARCH