FinovateFall 2010 / Plantly
Presenter Profile:
How they describe themselves: Plantly provides a new level of online investment advice to everyday Americans. Plantly’s Risk-Aware interface helps investors intuitively learn about their true risk-tolerance, as they discover their best-fit portfolio. The chosen portfolio can be optimized for better performance based on the fee structure of any broker. This provides investors with unprecedented access to a top-performing portfolio, the freedom to invest it with whomever they want, and the objectivity needed to reduce fees and diversify smartly.
What they think makes them better: Plantly’s financial engine is designed from the ground up to provide investors with an unprecedented quality of portfolios as well as never-before seen information about how each plan may perform in the future. In the last 4 years, Plantly’s investment plans outperformed 99% of the balanced mutual funds traded in the US market. Plantly’s unique interface and investment methodology makes this powerful engine accessible to all levels of investors. Yet most important, Plantly’s founders Amit and Shahar Pitaru are dedicated to make all of the above affordable to everyday Americans with as little as $5,000.
Contacts:
Bus. Dev. & Sales: Shahar Pitaru, Co-Founder & CEO, shahar@plantly.com, 917-267-7650
Press: Amit Pitaru, Co-Founder, amit@plantly.com, 917-306-9580
Website: www.plantly.com
Blog: www.plantly.com/site/blog
HQ Location: Brooklyn, NY
Company Founded: 2008
Product Being Demoed: Plantly
Product Launched: 2010
- Key Investors
Plantly’s financial engine is designed from the ground up to provide investors with an unprecedented quality of portfolios as well as never-before seen information about how each plan may perform in the future. In the last 4 years, Plantly’s investment plans outperformed 99% of the balanced mutual funds traded in the US market. Plantly’s unique interface and investment methodology makes this powerful engine accessible to all levels of investors. Yet most important, Plantly’s founders Amit and Shahar Pitaru are dedicated to make all of the above affordable to everyday Americans with as little as $5,000.