FinovateSpring 2014 / Motif Investing
Presenter Profile:
How they describe themselves: Motif Investing is an online broker that is changing the face of investing. The company’s simple, yet powerful platform allows individuals and advisors to invest in collections of stocks and ETFs centered around ideas or investment strategies. A motif is a basket of up to 30 thematically weighted securities that trades real time with a single click for only $9.95. Customers can buy pre-built motifs, customize them, or create new motifs. Motif Investing is a registered broker dealer and a member of SIPC.
How they describe their product/innovation: Motif Investing is debuting a new groundbreaking platform for investment advisors that will transform the way they conduct business and interact with clients. The Motif Advisor Platform dramatically streamlines how advisors build, monitor, and rebalance model portfolios around various asset classes so they can provide the highest level of service to clients. They will also have the ability to share market insights and portfolio updates with their clients through user-friendly social technology.
Product Distribution Strategy: Direct to Consumer (B2C), Direct to Business (B2B), through other fintech companies and platforms
Contacts:
Bus. Dev.: Hardeep Walia, CEO, hardeep@motifinvesting.com, 650-251-4418 x1515
Press: Marisa Lam, GMK Communications, marisa@gmkcommunications.com, 650-232-7188
Website: motifinvesting.com
Twitter: @MotifInvesting
HQ: San Mateo, CA
Founded: June 2010
Product Demoed: The Motif Advisor Platform transforms the way advisors conduct business and interact with clients.
Product Launch: Beta launch date February 3, 2014
Metrics: Motif Investing has raised $51M to date and has 52 FTE employees.
Presenters: Hardeep Walia (CEO & Co-Founder),
Ramak Fazeli (Manager of Advisor Services & Sales)
- Key Executives
Hardeep Walia (CEO & Co-Founder), Connie Kuhl (CCO & SVP Customer Services and Operations), Daryl Puryear (VP Engineering), Jonathan Surridge (VP Finance & Deputy CFO), Ross Spiller (VP Product), Tuhin Ghosh (VP Investment Products and Analytics)
Key Stats
- Key Board Members
Jerry Gramaglia (Former CMO, CCO & President, E*Trade), Norman Judah (CTO, Microsoft Services), Aaref Hilaly (Serial Entrepreneur), Kartik Raghavan (Sr. Advisor, Gates Foundation), Denmark West (Former Digital Media President, BET Networks), Caine Moss (Partner, Goodwin Procter)
- Key Advisory Board Members
Jerry Gramaglia (Former CMO, CCO & President, E*Trade), Norman Judah (CTO, Microsoft Services), Aaref Hilaly (Serial Entrepreneur), Kartik Raghavan (Sr. Advisor, Gates Foundation), Denmark West (Former Digital Media President, BET Networks), Caine Moss (Partner, Goodwin Procter)
- Key Investors
Foundation Capital, Goldman Sachs, Ignition Partners, Norwest Venture Partners
- Key Customers
Retail, Investment Advisors, Brands