Location: 5050 El Camino Real, Suite 102, Los Altos, California, United States United States
Founded in: 2011
Stage: Revenue generating
Number of employees: 1-5
Short URL:
Followers (4)


The Investment Advice Platform
Los Altos, California, United States United States

Kivalia is the world's first investment advice platform. Our initial focus is on providing quality recommendations to nation's 80MM retirement plan participants who are scattered among 500,000 unique employer plans.

Retirement plan advice is a $5 billion annual revenue opportunity.

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Company description

Kivalia is an open investment advice platform that brings consumers unparalleled insight & education into their portfolios.

Our initial focus is on providing the nation's 80MM retirement savers with ongoing, actionable advice tailored to their unique 401(k), 403(b), and 457 retirement plans.  

Kivalia users create and maintain their retirement plan(s) on our site.  We render ongoing advice on each plan that incorporates our current market views.  Users implement as they see fit.

  • Brian Murphy
    Brian Murphy | Founder
    Brian has over 20 years of quantitative investment management experience in a number of capacities. His current focus is as an entrepreneur, delivering highly innovative solutions to the mass market.
  • Shuen Lo
    Shuen Lo | Founder
    Shuen is responsible for Kivalia's day-to-day operations. Shuen has more than 19 years experience in the financial industry primarily focused on software product development and operations. Notably, he held various management positions at BARRA, a...
  • Vincent Cocula
    Vincent Cocula | Team member
Business model


Competitive advantage

Our team is rich in domain expertise and industry connections. We have more than 25 years of quantitative investment experience between us and active contacts at leading Wall Street brokerages, institutional money managers, and leading data/analytics providers.