Many advisors will refuse new clients People investing online through Robo-advisors are a one-size with less than $250,000 to invest. discount brokers, otherwise known as fits all approach to investing. Those that do accept such clients will self directed investors, can make easily You can’t decide what securities typically sell them high-fees mutual avoidable mistakes. They tend to buy you want to hold nor adapt your funds, and won’t be heard from until different securities impulsively that investment strategy to ethical the following RRSP season. don’t fit together rather than building a beliefs. portfolio.
They are not good at Their limited They don’t manage managing risk nor knowledge lead them their portfolio as at evaluating to make emotion whole companies based decisions
Studies show that self-directed investors underperform the market by 3-4 %
Self-directed investors are not going away Robo-advisor usage among self-directed investors in Canada has declined in 2017 to just 19 % down from 24% in 2016.
How big is the market? They manage 335 6 billions dollars through their millions self-directed online brokerage investors in Canada
How do we make bacon? 2 3 1 Subscription Partnerships with Enterprise ($1.99 to $9.99) financial institution subscriptions
Since launching in February … 3000 downloads 600 subscribers at $ 1.99 /month 77 millions dollars of assets tracked by our users Featured in the “ New Apps We Love ” category in the App Store.
Team JULIEN BRAULT HENRI TREMBLAY YAZAN KHAYYAT WIKTORIA SWIECICKA Co-founder and CEO Co-founder and backend developer Co-Founder and iOS Developer Co-founder and designer Former business journalist Co-founded payment startup Former UI/UX designer at various Former software architect at JP AutoWallet. startups and agencies Morgan and BNP Paribas Ex-Growth marketer for the fintech VC fund Ferst Capital Partners. Finance and engineering background Designed many mobile first products Former startup CTO
Advisory Board FRAN Ç OIS NICK SALTARELLI NICOLAS ROS FRÉDÉRIC INGI BROWN LOUISE GUAY BARRIÈRE BAILLARGEON PHD in management and Co-founder at Dynamo Media EX Advisory Analyst at Former treasurer at Laurentian Serial entrepreneur and Business owner and financial product manager at AD OPT and early employee at Wall Desjardins, was involved in the Bank president at Montreal Living planner Qtrade/Desjardins deal Street Survivor Lab
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