Ivy
Ivy provides an innovative wealth management platform that enables instant, secure, and cost-effective investment solutions for individuals, streamlining portfolio growth by bypassing traditional financial intermediaries.
Status
Active
Category
FinTech
Total Funding
$1.0M
HQ
San Francisco, CA
Founded
2021
About the company
Ivy is a fintech company specializing in automated wealth management through advanced investment technology. Their platform enables individuals to create personalized investment portfolios, eliminating the need for traditional intermediaries like financial advisors or brokerage firms. This approach reduces management fees, enhances transparency, and ensures real-time optimization of assets. Ivy's services cater to various investor profiles, including beginners, retirees, and high-net-worth individuals, providing seamless portfolio management via a unified dashboard that connects to over 500 million investment opportunities across more than 50 markets.
