Nvestly

wealthtech-retailother investments platform

FOUNDING YEAR: 2013
LOCATION: United States
Last Update: 09/07/2020

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!

About

Nvestly is a social investment platform that allows users to see real portfolios of top investors and friends without revealing dollar amounts. It leverages social components and technology to help average investors make better investor decisions. Nvestly is a read-only service and uses Intuit technology and bank-level encryption to securely sync with the largest US brokerages.

Focus

PRODUCTS & SERVICES

Social investment management platform for investors. Nvestly helps users to follow top traders and collaborate on new investment ideas.

REVENUE MODEL

Nvestly provides its services free of cost currently. However, they could build premium mebership features and look at monetization by either charging a fees for premium membership or by providing 3rd party ads based on behavioral data studies from its customers investment patterns.

MAIN CLIENTS

Retail investors

COMMENT

Nvestly's dashboard performs more than 2,000 calculations to provide information on stocks, ETFs, options, and mutual funds. This enables investors to visualize how their portfolios are moving within the market.

Traction

TRACTION COMMENT:

Nvestly is currently managing over $25M in assets.

People

FOUNDERS

Chris Tung

BOARD MEMBERS AND ADVISORS

Eric Rice

Dmitry Koltunov

Daniel Dalarossa

NUMBER OF EMPLOYEES

1-10

INVESTORS:

UCLA Accelerator

KEY EMPLOYEES:

Otávio Dalarossa

Momentum

FUNDED

NO

TOTAL FUNDING COMMENT

An undisclosed amount funded.

LISTED

NO

BASICS

FOUNDING YEAR:

2013

LOCATION:

United States

Views:

122 VISITORS | 212 VIEWS
TOTAL EMPLOYEES
1-10

About

Nvestly is a social investment platform that allows users to see real portfolios of top investors and friends without revealing dollar amounts. It leverages social components and technology to help average investors make better investor decisions. Nvestly is a read-only service and uses Intuit technology and bank-level encryption to securely sync with the largest US brokerages.

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!

Focus+
Momentum+
Traction+
People+
Other+

Join the exclusive global FinTech community

Be a part of the global FinTech community on Slack