Motif

wealthtech-retailrobo advisors

STATUS: Acquired/Merged
FOUNDING YEAR: 2010
LOCATION: United States
Last Update: 23/02/2021

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive WhatsApp community where you can engage in discussions with global industry experts!

About

Motif is a next-generation online broker offering thematic investing to individual and institutional investors. Member FINRA/SIPC. Motif Investing is a registered broker-dealer and a member of SIPC. The companys investors include Goldman Sachs, JPMorgan Chase, Renren, Balderton Capital, Foundation Capital, Ignition Partners, Norwest Venture Partners, and Wicklow Capital. Board members include former SEC Chairman Arthur Levitt and former Boston Consulting Group Chairman Carl Stern. Learn more at https://www.motifinvesting.com. Motif Investing, Inc. Member FINRA/SIPC.

MEDICI Analysis

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.

Focus

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.

REVENUE MODEL

The company generates revenue from the comission fee. Users pay ~$10 to buy each basket of stocks.

MAIN CLIENTS

Individual Investors

Financial Institutions and Investment Advisors

EXISTING PARTNERSHIPS

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.

COMMENT

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.

Traction

VALUATION / MARKET CAP:

$500 M in 2015

COMPANY TYPE:

For Profit

ACTIVE USERS:

100,000

TRACTION COMMENT:

Currently, 180000 motifs are built or customised by the company.

company provided insights
Acquisitions

M&A

ACQUIRED BY

Charles Schwab

ANNOUNCED DATE

May 2020

PRICE

---

company provided insights
Web Traffic

Web Traffic

MONTHLY VISITS

15,723

AVERAGE VISITS (6 MONTHS)

20,129.79

MONTHLY VISITS GROWTH

-31.85%

VISIT DURATION

27

VISIT DURATION GROWTH

1,835.62%

PAGE VIEWS VISIT

1.11

PAGE VIEWS VISIT GROWTH

8.2%

BOUNCE RATE

91.56%

BOUNCE RATE GROWTH

-5.96%

GLOBAL TRAFFIC RANK

1,366,592

MONTHLY RANK CHANGE

-67,874

MONTHLY RANK GROWTH

-4.73%

Join the exclusive global FinTech community

Be a part of the global FinTech community on WhatsApp