Internet Software and Services
Company Overview of Motif Investing Inc.
Motif Investing Inc. owns and operates a portal to enable investors to invest capital in business ideas. The company was formerly known as FundDNA Inc. The company was founded in 2010 and is based in San Mateo, California.
400 South El Camino Real
San Mateo, CA 94402
Founded in 2010
Key Executives for Motif Investing Inc.
Financial Operations Principal
Chief Compliance Officer And Vice President Of Customer Service & Operations
Vice President of Engineering
Compensation as of Fiscal Year 2014.
Motif Investing Inc. Key Developments
Motif Investing Partners with Dr. Craig L. Israelsen to Provide a Way to Invest in the 7Twelve Portfolio
Feb 27 14
Motif Investing and Dr. Craig L. Israelsen, Ph.D and author, announced that they have signed an agreement to offer, for the first time, Dr. Israelsen's 7Twelve Core Portfolio as a single motif. The 7Twelve Core Portfolio motif, a basket of 12 equally weighted ETFs, is a well designed, balanced portfolio utilizing multiple asset classes that can enhance performance and reduce risk. The 7Twelve Core Portfolio motif includes seven core asset classes and utilizes twelve specific exchange traded funds to implement each asset class. This motif contains a wide variety of diverse assets including non-US stocks, bonds, REITS and commodities. This mix helps provide diversity in the portfolio across additional asset classes. By combining Motif's innovative tools with Dr. Israelsen's knowledge of investment strategies, consumers now can invest in the 7Twelve Core Portfolio motif for a total commission of $9.95.
Motif Investing Introduces Groundbreaking Platform for Investment Advisors
Feb 3 14
Motif Investing announced a new platform for registered investment advisors (RIAs) that will transform the way they conduct business and interact with clients. The Motif Advisor Platform dramatically streamlines how advisors build, monitor, and rebalance model portfolios around various asset classes so that they can provide the higher level of service to clients. Advisors can also share market insights and portfolio updates through user-friendly social functionality. The Motif Advisor Platform is designed to help advisors manage more client accounts with less effort. Advisors can now construct models in hours or minutes with the same level of customization that previously may have required weeks of work. After establishing a client's risk tolerance, advisors can choose from a selection of pre-built allocation models or design their own from scratch. Once an allocation model is selected or created, advisors can simply drag and drop clients to assign them to a given model. Advisors also benefit from a one-click intuitive rebalancing tool that eliminates the need for manual calculations. Advisors will soon be able to automatically track how much model portfolios have deviated from initial target allocations. The platform will notify advisors when any designated portfolio goes over its pre-set threshold.
Motif Investing Inc. Presents at Tiburon CEO Summit XXV, Oct-08-2013 11:00 AM
Sep 13 13
Motif Investing Inc. Presents at Tiburon CEO Summit XXV, Oct-08-2013 11:00 AM. Venue: Ritz Carlton Hotel, San Francisco, California, United States. Speakers: Hardeep Walia, Co-Founder, Chief Executive Officer and Director.
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