Access Menu

Log in via Social

WealthVenue

WealthVenue

The investment Robot that makes investing right

Verify Investor Status to make a reservation

Deal Type

Equity

Funding Goal

$300,000

Current Reservations

$195,000

Minimum Reservation

$1,000

Maximum Reservation

$100,000

Deal Stage

Pre-seed

Pre-money Valuation

$3,000,000

Open Date

11/22/2017

Closing Date

03/31/2018

Elevator Pitch

No time or not sure how to invest your money ? Meet WealthVenue, the investment robot that builds for you the right investment allocation, and for a low monthly fee, makes your investing decisions

Company Overview

WealthVenue is rethinking Wealth Management by introducing an investing robot with a low cost investment platform that will save retail customers from poorly structured portfolios and expensive management fees. Our new platform will avoid the costly AUM fee and keep its integrity by distributing only non-sponsored financial products.

WealthVenue believes the financial performance of most investment portfolios are severely impacted by expensive AUM fees, and weak portfolio management techniques. With most people too busy to structure and manage smoothly an investment portfolio, they need an investment robot to assist them with investing tasks.

Our robot's risk profiling algorithm can create and structure the right investment allocation for our customers, and for a low monthly fee, have an intelligent trading algorithm execute all investment decisions for them.

Retail investors deserve better for investing their money, and WealthVenue can achieve that by giving everyone the tools they need to become better investors.

Traction

  • Starting Seeding Stage for business development

    November, 2017
  • Moved to Google Cloud Platform in 3 regional data centers

    September, 2017
  • Implementing fixes and new features from Users Feedback

    June, 2017
  • Acquisition of our first billable client from Adwords

    January, 2017
  • Multiple A/B Testing for successful AdWords campaigns

    December, 2016
  • Testing our first AdWord Campaign

    September, 2016
  • Successful Integration of our new Trading Algorithm

    August, 2016
  • Entering MVP Stage, Platform is Operational

    June, 2016
  • Our first client integrated with IB Advisory Platform

    January, 2016
  • Prototype is LIVE, early demonstration to friends and family

    December, 2015

Key Customers & Partners

Interactive Brokers LLC

Previous Funding

  • $250,000 Equity
  • Raise Source: Self
  • November 2015

Documents

Confidential

Loading...