FinovateSpring 2014 / FinBuddy

Presenter Profile:

How they describe themselves: FinBuddy is an early-stage startup focused on helping individual investors make smarter and confident investment decisions. Whereas made it easier for individuals to manage their personal expenditures, FinBuddy transforms rigorous analysis into intuitive and easy-to-use tools to identify, analyze, and monitor investments. Finally, the added portfolio feedback from trusted social networks and community experts sharpen the user’s investment acumen. FinBuddy is the next step in the evolution of personal investing.

How they describe their product/innovation: Currently, retail investors are stifled by the lack of tools that speak the same language at the level they can comprehend. Vast amount of data that is available creates more confusion and does not provide enough actionable information or insight to investors. FinBuddy addresses this gap by providing very easy-to-understand tools that don’t scare investors but engage them without losing depth and rigor. We provide an intuitive stock & fund screener that helps investors discover new investment opportunities similar to how we discover things in the real world. We provide a comprehensive way to evaluate an investment without overwhelming the user. Our portfolio analysis toolset helps individuals understand their portfolios in easy terms and track them better. Finally, trusted friends can provide commentary and feedback on the investor’s portfolio and share tips over FinBuddy’s social network feed. Social collaboration combined with personalized and relevant insights help individuals make sound investment decisions.

Product Distribution Strategy: Direct to Consumer (B2C)


Bus. Dev., Press & Sales: Shyam Maddali, CEO & Founder,,

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