Finovate Demo
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Presenter Profile:

How they describe themselves: The world is in the middle of a paradigm change driven by a collective demand for centralized institutions to relinquish control of the technology and data essential to society. We see this shift particularly in the financial industry. People are losing trust in financial institutions, and 80% of millennials will fire their parents’ financial advisor.

This is where the Daizy dream was born. People want transparency and technology driven solutions to take control of their financial wellbeing.

How they describe their product/innovation: Our B2B app demonstrates our collective expertise in ESG, analytics, data visualization and NLP.

We allow users to link their live brokerage accounts (via Plaid), build watchlists, follow Daizy portfolios (ESG, crypto…) or go “down the rabbit hole” with NLP portfolio, stock and crypto search capabilities.

We believe there is much more to portfolios and assets than just market value and news!

Product distribution strategy: Direct to Consumer (B2C)

Contacts:

Bus. Dev. & Press: Andrew Peddar (COO), andrew@daizy.com