Quants Compete | Application Preview
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General Information
Business Registration Number: 85-0548067
Location: Rocklin, CA, United States
Length of Operation: 1-5
Number of Employees: 1-10 Employees
Annual Gross Income: Less than $100k
Annual Gross Expense: $100k to $250k
Open to Loans: NO
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Funding Usage
We would use these funds to pay for development expenses, legal fees, marketing and outreach to low-income communities.
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Business Plan
We plan to have our company ready for a formal marketing campaign within 12 months. Our initial goal is to bring on our first 100,000 clients. We believe this will represent sufficient traction to close a Series A round with a VC firm, for further growth. I know that this is what I’m supposed to do. Know that when I set out to do something, I get it done (Eagle Scout, state wrestling champ, NASA grant writer and awardee, Ph.D. in physics). Let me show you what I can do in business. It’s going to be great!
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Self Identified Competition
Acorns, Betterment, and Wealthfront. All robo advisors that only offer portfolio rebalancing of fee-laden ETF’s. Total fees from these competitors are overly burdensome to low-income individuals, such that they can never make progress toward their financial goals. We offer 24-month free service for individuals with accounts under $5,000. We offer a greater diversity of investment strategies than other robo-advisors.
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Contact Applicant
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