FinovateSpring 2015 / Hedgeable
Presenter Profile:
How they describe themselves: Hedgeable is a sophisticated robo advisor that automates risk managed investing for millennials worldwide.
How they describe their product/innovation: Hedgeable’s robo advisor 2.0 platform allows any investor with an IRA, rollover, taxable, trust, 401k, or business account to manage a customized, low cost, risk managed portfolio with as little as $5,000 in 5 minutes. Hedgeable is hugely disruptive because it brings an ultra-high-net-worth allocation to emerging affluent investors who are traditionally shut out from accessing sophisticated investing solutions.
Hedgeable’s platform is not your typical cookie cutter robo advisor. It includes dozens of automated stock and ETF portfolios featuring sophisticated features such as downside protection, tactical management, and access to alternative asset classes like bitcoin, private equity, gold, and real estate. All portfolios are customized using complex data science and 100+ proprietary investment technology systems created by Hedgeable’s team of world-renowned technologists.
Hedgeable’s investing platform is distributed direct to consumer online and also licensed to RIAs, planners, trusts, banks, and other partners around the globe.
Product distribution strategy: Direct to Consumer (B2C), through financial institutions, through other fintech companies and platforms, licensed
Contacts:
Bus. Dev. & Press: Mike Kane, CEO, mike@hedgeable.com
Bus. Dev. & Sales: Ben McLaughlin, Bus. Dev. Sensei, ben@hedgeable.com