FinovateSpring 2017 / HEDG

Presenter Profile:

How they describe themselves: HEDG is an investment platform that changes the fundamental relationship between ‘robo advisors’ and the rest of the investment advisory industry. HEDG is a platform that provides personalized investing tools that empower users to easily build their own investment portfolios (funds), share returns and tips with their networks, and connect with a human advisor, planner, broker or wealth manager when they need one. Users benefit from HEDG’s core principles: transparency, empowerment, and access.  Human advisors, on the otherhand, will benefit from the ability to connect with invetors from tailored user affinity groups.

How they describe their product/innovation: The HEDG Platform allows users to create unique and personalized portfolios (or funds) based on priorities, convictions, and/or timelines without the fees and pitfalls of typical funds and robo-advisors. Available on both web and mobile, HEDG gives users control, transparency, and diversification at the touch of a button. Users can easily connect with friends and colleagues to exchange tips or share the details of the portfolio(s) they have created. HEDG’s personalized news feed delivers actionable recommendations as unique as the user and their finances. When the user is ready, they connect to a trusted advisor on the HEDG Platform via sponsored content and recommendations in the user’s news feed.

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


Bus. Dev., Sales & Press: Bob Rutherford,, 219-789-0669

More Videos: FinovateSpring 2017