Upside helps registered investment advisors beat the “robo-advisors” by leveraging technology and algorithms to advise, manage, and service clients who want next-generation investment services. The company’s fully-automated, white-labeled managed account platform provides advisors with paperless account opening, portfolio selection, automated trading and rebalancing, client and advisor portals, and practice analytics in an intuitive, design-led user interface.
Co-founder @Upside • strategy, operations, product • financial services and retail investing @Barclays Bank, @McKinsey & Company • MBA, MA at @Yale, BA @Penn
Co-founder Upside • Airbnb Expedia Experian Shopzilla • marketing, product, growth, analytics, operations, engineering • Penn computer science
Cultivation Capital is a venture capital firm managed by team of serial entrepreneurs. The firm's goal is to take revenue-generating businesses to the next level with help from the General Partners. The portfolio represents the best growth opportu...
Building cool things with smart people. Co-Founder Swim, EIR General Assembly, formerly Geni CEO, Yammer, MyHeritage