Maverick Ventures is the venture arm of multi-billion dollar investment firm Maverick Capital. Combining the resources of a global firm with the benefits of an agile, focused team, Maverick Ventures supports entrepreneurs from seed through maturity. With over 30 years of early-stage investment experience, the Maverick Ventures team has funded more than 100 companies in the healthcare, software and deep technology sectors. The highly-experienced team of operating executives and investors at Maverick Ventures generally lead rounds, take board seats and work with management to build successful enterprises.

Maverick Ventures

Y Combinator is a startup accelerator that invests in a large number of startups twice a year. It created a new model for funding startups. Twice a year, the company invests a small amount of money ($150k) in a large number of startups. The startup accelerator works intensively with the companies for three months, to get them into the best possible shape and refine their pitch to investors. Each cycle culminates in Demo Day when the startups present their companies to a carefully selected, invite-only audience.

Y Combinator

BoxGroup is an early-stage investment fund that invests in technology companies. The fund aims to invest in the consumer, enterprise, fintech, healthcare, life science, and marketplaces industries at the earliest stage, as early as pre-seed round and as late as Series A. It supports companies based on a conviction in the team and seeks entrepreneurs working at the beginning of movements in existing markets or new markets yet to be created and with visions to create the next generation of category-defining businesses. Their typical investment ranges from $200,000 to $500,000. Adam Rothenberg and David Tisch founded BoxGroup in 2009 in New York, New York.

BoxGroup

Liquid2 Ventures provides technology startups with seed-stage investments and is based in San Francisco, California. The firm was founded in 2015 by Joe Montana, Mike Miller, and Michael Ma.

Liquid 2 Ventures

General Catalyst is a venture capital firm that provides early-stage and growth equity investments. The company provides ongoing momentum that accelerates ideas, careers, and companies toward standout success.

General Catalyst

Sound Ventures is a venture capital firm. The company seeks to invest in the technology sector.

Sound Ventures

South Park Commons is a community designed to transform the chaos of possibility into the clarity of conviction for the most talented technologists, builders, and domain experts figuring out what's next. South Park Commons fosters an environment that encourages people to take risks and launch their next venture.

South Park Commons

Scribble Ventures is an early-stage investment fund that focuses on Pre-Seed through Series A.

Scribble Ventures

Andreessen Horowitz is a venture capital firm specializing in investing in seed, start-ups, early, mid-stage, growth, and late-stage. It prefers to invest in the social media business and technology sector with a focus on software, back-end infrastructure, the infrastructure of the Internet, cloud computing, enterprise software and services, consumer, business Internet, mobile-Internet, consumer Internet, cloud computing, data storage, social network browsers data-storage, consumer electronics, networking functions, software related biology, biotech, and medicine companies at the intersection of computer science and life sciences with a focus on digital therapeutics, cloud technology in biology, and computational medicine.

Andreessen Horowitz

Titan

Titan is a smart investing platform for ambitious individuals. Titan is backed by Andreessen Horowitz, General Catalyst, Y Combinator, BoxGroup, Sound Ventures, and celebrities including professional athletes and celebrities such as Odell Beckham Jr., Kevin Durant, Jared Leto, and Will Smith. Titan was established in New York, New York in 2018 by Clayton Gardner, Joe Percoco, and Max Bernardy.

<div>Titan offers a wealth management platform that uses both technology and human advisors to provide investment portfolios to its customers&mdash;mainly targeting Millennial and Gen Z demographics. The company allows customers to create accounts directly on its platform and transfer funds into individual investment accounts. Titan then invests and actively manages these funds on behalf of the customer, making personalized equity investments based on a customer&rsquo;s risk appetite and goals.</div>

Retail investors demanding sophisticated passive investment strategies are looking for an edge.

Retail Trading Infrastructure

<div>
 
 Titan offers a wealth management platform that uses both technology and human advisors to provide investment portfolios to its customers&mdash;mainly targeting Millennial and Gen Z demographics. The company allows customers to create accounts directly on its platform and transfer funds into individual investment accounts. Titan then invests and actively manages these funds on behalf of the customer, making personalized equity investments based on a customer&rsquo;s risk appetite and goals. 
 
 
 The company operated three investment funds: Flagship for large US-based companies, Opportunities for small and mid-sized US-based companies, and Offshore for international companies. As of July 2021, the company served around 30,000 customers and held over USD 500 million in Assets Under Management (AUM). The company also unveiled a cryptocurrency investment offering in August 2021. 
 
 
 Titan requires a minimum investment of USD 100 and charges a monthly fee of USD 5 or an annual fee equal to 1% of a user&rsquo;s investments that exceed USD 10,000. 
 In July 2021, the company raised USD 58 million in a Series B funding round led by Andreessen Horowitz to develop its platform to recruit talent.
 
</div>

Ellevest is a hybrid investment management platform that specifically targets women, with an algorithm that takes into account gender-specific factors such as career breaks, longer life expectancy, and income differences.Ellevest currently offers services under three categories: Ellevest Essential (at a monthly fee of USD 1), Ellevest Plus (USD 5 per month), and Ellevest Executive (USD 9 per month). All three offerings include portfolio customization, banking services (spending and savings accounts), access to human advisors, and on-demand learning for subjects such as investing, career, and money. Ellevest Plus is more costly because it handles retirement accounts for clients. Meanwhile, Ellevest Executive handles both retirement accounts and investment management for multiple goals. The company also offers private wealth management services for clients who wish to invest USD 1 million or more through the platform. A dedicated advisor will work together with clients to create investment plans to meet their goals.Ellevest reported assets under management (AUM) of USD 1.4 billion as of December 2021, growing 44% during the year.In April 2022, Ellevest raised USD 53 million in Series B <a href="https://sp-edge.com/updates/9622?industryIds=28">funding </a>co-led by BMO and Contour Venture Partners. The company planned to use the funds to expand its product offering and provide personalized coaching.

Ellevest

ComposedPro is a digital investment advisor that handles clients’ investment accounts at their employers (such as employer-sponsored accounts) as well as private investment accounts, focusing on low cost Employer-Coordinated Portfolios. The company oversees USD 25 million in total assets over 181 customer accounts as of the company’s Q2 2020 filing. ComposedPro manages half of the company’s accounts on a discretionary basis, meaning an investment advisor has the discretion to make buy and sell decisions for a client’s account. ComposedPro also has 46 non-discretionary accounts totalling USD 7.9 million in assets. The average investment account size is USD 138,222 placed across exchangeable assets such as exchange-traded funds (ETFs), equities, bonds, and options.

ComposedPro

Guideline provides automated investment management services for employer-sponsored retirement accounts. The services also include plan set-up and administration, enrollment and education, recordkeeping, compliance with Retirement Income Security Act, and reporting.As of July 2023, Guideline had assets under management (AUM) of over USD 9 billion and over 350 employees. The company stated that it is the only provider that does not charge plan participants (i.e. employees) with any fees. Guideline charges the employers with a straightforward pricing of one flat fee per participant, in contrast to the asset-based fee model predominant in the industry (i.e. fee is charged on account balances). The standard service has a base fee of USD 49 per month and an additional USD 8 per participant. The standard service includes unlimited phone/email support to both plan participants and employers. For prime service, access to a dedicated account manager is available at a higher base fee of USD 129 and an additional fee of USD 8 per participant. In addition, the company stated that it has a low mutual fund expense ratio, at 0.08%. It purchases mutual funds from Vanguard and other fund providers.Funding and financialsIn June 2021, Guideline raised USD 200 million in funding led by General Atlantic. The company intends to utilize the funding to broaden its 401(k) offerings and introduce new retirement plan solutions.

Guideline

<div>
 
 Based in Plano, Texas, AssetBuilder is a robo-advisory company that develops investment portfolios based on the Fama/French school of thought, using low-cost active index funds. It has Dimensional Fund Advisors (the eighth largest fund company in the world as of September 2019) as its funding partner. Human advisors are available to provide investing guidance. As of April 2019, the firm’s assets under management (AUM) amounted to USD 765.9 million.
 
 The firm’s business model relies on a fee-only structure, meaning a customer solely pays AssetBuilder to create and manage investments (the company does not receive product-specific commission). The minimum investment for AssetBuilder is USD 50,000 with an asset management fee ranging from 0.24% to 0.45%; the higher the investment, the lower the fee. Though the firm does not have a setup fee, it requires a custodial cost for setting up a portfolio of USD 11.95 per trade for each recommended mutual fund. Most of the platform’s portfolios require about 11 to 14 mutual funds, costing about USD 131.45 to USD 167.30 to open an account.
 
</div>

AssetBuilder

<div>
 
 Based in Canada, Smart Money Invest provides portfolio management services to individual clients, advisors, and employers (such as group saving plans for retirement). Human advisors are available to serve individual investors.
 
 
 The company provides financial tools to develop a long-term financial strategy by calculating net worth, setting a budget, managing investment accounts, and planning for retirement.
 
</div>

Smart Money Invest

Leverages AI/ML to automate allocation and management of investment funds to cater to retail investors

Operates a B2B SaaS model to support financial institution in offering various investment related services

Robo advisory startups that offer automated investment services to individuals via both digital platforms and human financial advisors.

Titan

Retail Trading Infrastructure

Key stats

EDGE Insights

Mid-Summer Financial Services Update - It's still where the money is

Recent Updates

Monthly News Summary (August 2023)

Titan raises USD 58 million in Series B funding

Company Brief

Funding

Investors

About EDGE

Contact Us

Resources

Area of Focus

Technology Research Made Effortless