Hedgeable’s Robo-advisor 2.0 Platform Automates Risk-managed Investing

Hedgeable’s Robo-advisor 2.0 Platform Automates Risk-managed Investing

This post is part of our live coverage of FinovateSpring 2015.

Hedgeable logo - Updated 4.6 copyHedgeable presented its robo-advisor 2.0 platform.

Hedgeable’s robo-advisor 2.0 platform allows any investor with an IRA, rollover, taxable, trust, 401(k), or business account to manage a customized low-cost, risk-managed portfolio with as little as $5,000 in 5 minutes. Hedgeable is hugely disruptive because it brings an ultra-high-net-worth allocation to emerging affluent investors who are traditionally shut out from accessing sophisticated investing solutions.

Hedgeable’s platform is not your typical cookie-cutter robo-advisor. It includes dozens of automated stock and ETF portfolios featuring sophisticated features such as downside protection, tactical management, and access to alternative asset classes such as bitcoin, private equity, gold, and real estate. All portfolios are customizable using complex data science and 100+ proprietary investment technology systems created by Hedgeable’s team of world-renowned technologists.

Hedgeable’s investing platform is distributed direct-to-consumer online and also licensed to RIAs, planners, trusts, banks, and other partners around the globe.

Presenting CEO Michael Kane, master sensei, and Matthew Kane, co-founder and chief ninja

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Product Launch: May 2015

Metrics: $1.85M raised to date
Product distribution strategy: Direct to Consumer (B2C), through financial institutions, through other fintech companies and platforms, licensed

HQ: New York City, New York
Founded: April 2009
Website: hedgeable.com
Twitter: @hedgeable

FinovateSpring 2015 Sneak Peek: Part 5

FinovateSpring 2015 Sneak Peek: Part 5

FinovateSpring2014StageZenPayroll

FinovateSpring’s 72 fintech innovators have 3 weeks left to perfect their live demos before debuting their new technology on stage 12/13 May in San Jose, Calif. That means there’s still some time left for you to pick up a ticket and take a closer look at the types of technology you’ll see demonstrated live at San Jose’s City National Civic.

Today, we’re featuring seven companies:

Check out the previous installments of our Sneak Peek series below. And stayed tuned for Part 6 on Thursday:


DarcMatterLogoDarcMatter is an online platform solving inefficiencies in the alternative-investments market through enhanced capital connectivity, data-driven investing, and advanced syndication.

Features:

  • Institutional-level access to prescreened and compliant alternative investments
  • Issuers are empowered to raise capital on their own
  • Over $100 billion of investor capital

Why it’s great
DarcMatter provides an infrastructure for the alternatives market and enhances the capital process from start to finish.

DarcMatterPresenter1Presenters

Sang Lee, CEO & Founder
Formerly an investment banker in the energy field at WestLB and BNP Paribas, Lee has accrued a wealth of expertise in financial regulation, business, and financial structuring.
LinkedIn

 

DarcMatterPresenter2Stan Solodkyy, CTO
Solodkyy has experience from integration of financial institutions with the SWIFT network to providing software consultancy to world-leading brands.
LinkedIn

 


DigitalInsightLogoDigital Insight will illustrate the use of beacons within its mobile banking app, creating a more personal, relevant, and contextual experience based on a user’s location.

Features:

  • Personalizes a user’s experience in banking branches
  • Provides financial institutions relevant, timely information to engage with users more effectively

Why it’s great
Digital Insight is designing more personal, relevant, and contextual experiences based on knowing a user’s location.

DILabsPresenters

Marshall Yuan, Senior Product Manager, DI Labs
Yuan is senior product manager at DI Labs where he leads experimentation in new solutions to help financial institutions engage and delight their end users.
LinkedIn

DIPresenter2Ronald Leung, Engineering Lead, DI Labs
Leung is the engineering lead at DI Labs where he has been working with financial institutions to build innovative solutions and user experiences.
LinkedIn

 

 


EmailageLogoEmailage uses email as a key data-element for detecting fraud trends across industries and regions. Emailage’s machine-learning algorithms detect fraud in real time.

Features:

  • Analyze any email address on any web site
  • 90% confirmed fraud has not been previously detected
  • Real-time fraud score based on current trends

Why it’s great
No sensitive, transactional data is ever shared or stored by Emailage. It requires only an email address to provide an extremely precise risk assessment.

EmailagePresenterPresenter

Amador Testa, Chief Product Officer
Testa is Emailage’s CPO and has 15 years experience in financial fraud prevention. Prior to Emailage, Amador was a leader for AMEX and Citigroup.
LinkedIn

 


HedgeableLogoHedgeable is a robo-adviser on steroids.

Features:

  • Advanced portfolio customization and sophistication
  • Downside risk protection
  • Access to alternatives

Why it’s great
First generation robo-advisers are cookie-cutter, like Altavista; Hedgeable is innovating like Google.

HedgeablePresenter1Presenters

Matthew Kane, Co-founder & Chief Ninja
Kane is co-founder and CTO of Hedgeable where he leads all product, design, UI/UX, development, and strategy initiatives.
LinkedIn

HedgeablePresenter2Michael Kane, Co-founder & Head Sensei
Kane is co-founder and CEO of Hedgeable where he leads all investment-management and business-development duties. Previously at Bridgewater Associates.
LinkedIn

 

 


MovenLogo2015Moven is a disruptive digital experience and debit card designed to provide real-time feedback so users can build better money habits and save more.

Features:

  • Frictionless account onboarding with incremental prospecting
  • A real-time financial wellness experience driving customer engagement
  • A global, agile, and scalable platform for international banks

Why it’s great
Moven has created real-time, contextualized notifications to gamify savings and create a behaviorally driven experience that goes beyond traditional goal-based paradigms.

MovenPresenter1Presenters

Brett King, CEO, Founder
King is an Amazon best-selling author, well-known industry commentator, host of the BREAKING BANK$ radio show and founder of revolutionary mobile-based banking service Moven.
LinkedIn

MovenPresenter2Alex Sion, President, Co-founder
Sion is President of Moven and an adviser on digital strategy and disruption to global financial leaders such as HSBC, Citi, and Barclays.
LinkedIn

 

 

RageFrameworksLogo


RAGE Frameworks’ LiveCredit is a flexible, scalable origination and servicing solution that enables the design and launch of any financing product, end-to-end, from origination to underwriting to booking and service.

Features:

  • Dynamic Product Configurator enables new products without custom coding
  • Scalable origination and servicing
  • Enables flexible financing, accounting and compliance

Why it’s great
Its framework-based approach empowers unprecedented flexibility and market-leading, time-to-market deployment.

RagePresenter1Presenters

Nick Adams, Vice President, Risk Solutions
Adams runs business development for LiveCredit and is a 10+ year veteran of startups and multinational companies. He holds a bachelor’s degree from Brandeis University and an MBA in finance from Northeastern.
LinkedIn

RagePresenter2Aashish Mehta, SVP, Business Banking Solutions
Mehta is responsible for all LiveCredit business operations. He sits on the management team and has been with RAGE for nearly 10 years.
LinkedIn

 

 


ShoeboxedLogoShoeboxed is launching the next banking standard. The pioneers in email and mobile receipt-capture now open the door to receipt data for financial institutions.

Features:

  • Automated receipt-capture for consumers and small businesses
  • Item-level extraction of purchase details
  • Turnkey implementation for financial institutions

Why it’s great
Receipt-capture is becoming a standard banking feature, giving access to previously unattainable data.

ShoeboxedPresenter1Presenters

Tobi Walter, COO, Co-founder
An investment banker-turned-entrepreneur, COO Walter oversees the business and corporate development efforts of Shoeboxed.
LinkedIn

ShoeboxedPresenter2Alex Anderson, Business Development Manager
Anderson oversees the planning and implementation of strategic banking and accounting partnerships.
LinkedIn