Finovate Demo Video Archives

Presenter Profile:

How they describe themselves: Tradesk is a next generation investing platform built for the AI native investor. We combine AI powered insights, real time signals, and automated strategies with an intuitive interface that cuts through market noise. From fractional trading to personalized portfolio management, Tradesk delivers institutional grade tools in a modern, mobile first experience. Every update improves with user feedback, ensuring continuous innovation, smarter investing, and greater clarity for investors who want more than just a place to trade.

How they describe their product/innovation: Prism, Tradesk’s new AI powered feature, helps investors access market data traditionally reserved for advanced participants. By surfacing insights in an easy to use format, Prism supports informed decisions. It provides portfolio analysis, measures risk, explores securities and performance trends, highlights relative performance across sectors, surfaces emerging patterns, and delivers consumable information investors can use, reflecting Tradesk’s commitment to transparency, clarity, and empowering investors while maintaining regulatory standards.

Product distribution strategy: Direct to Consumer (B2C), Direct to Business (B2B), Through financial institutions

Credit Union/Community Bank Fit: Credit unions and community banks

Contacts:

Bus. Dev.: Eric Chu (CEO), [email protected], 973-782-1688 Ext.1
Press: Med Yacoub (Marketing Director), [email protected], 646-872-2107