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betareturn

Betareturn monitors your Financial Advisor performance. We are the investment Equifax for the wealthy.

  • Stage Full Product Ready
  • Industry Financial Services
  • Location New York City, NY, USA
  • Currency USD
  • Founded July 2012
  • Employees 3
  • Website betareturn.com

Company Summary

Betareturn is a disruptive wealth management analytics platform with a mission to increase transparency with respect to Financial Advisor performance and fees. The Independent, online service targets High Net Worth individuals and families. Clients save thousands of dollars each year by monitoring their Financial Advisor’s performance and optimizing their investments. Partner channels include banks, independent financial advisors, accountants.

Team

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    Abbas Valliani

    Serial entrepreneur with 15 years of experience in fixed income analytics. Prior to Betareturn, Mr. Valliani founded Primatics Financial, a financial software firm that he grew to more than 300 employees and later re-capitalized by the Carlyle Group in 2010.
    Mr. Valliani holds a Bachelors Degree in Systems Engineering from the University of Virginia and graduated as a Rodman Scholar.

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    Sharath Shetty

    Seasoned financial services professional with over 15 years of experience in advisory and operational roles.
    Worked as an investment banker at Merrill Lynch for 8 years where he advised financial institutions on capital markets and M&A transactions.
    Mr. Shetty has an MBA in Finance from the University of Pennsylvania's Wharton School, where he graduated with Honors. He also has degrees in engineering from MIT and IIT, Bombay.

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    Francis de la Cruz

    Over 14 years of experience in the field of software development. Managed and designed several systems including solutions in the risk management and portfolio accounting domain, as well as high value, public sector projects. Managed development teams across multiple regions including Argentina, Ukraine, India and Pakistan.
    Mr. de la Cruz has a Bachelors Degree in Electrical Computer Engineering from Rutgers University.

Advisors

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    Lawyer
    Unconfirmed
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    Accountant
    Unconfirmed

Previous Investors

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    Unconfirmed