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


Bus. Dev.: Hardeep Walia, CEO,, 650-251-4418 x1515
Press: Marisa Lam, GMK Communications,, 650-232-7188

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