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Blaze Portfolio Systems

BlazePortfolio develops smart trading technology for investment advisors.

  • Stage Full Product Ready
  • Industry Financial Services
  • Location United States
  • Currency USD
  • Founded September 2012
  • Employees 3
  • Website blazeportfolio.com

Company Summary

Our product, Atom Align, is a web-based trade management platform designed help investment advisors quickly and efficiently manage investment strategies. Advisors spend a great deal of time implementing strategies across many different clients with unique needs. With Atom Align they can be more efficient, more responsive to the market, and service more clients.

Team

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    Bryson Pouw
    Founder

    17 years of financial services experience, 11 years experience with trade management system integration, consulting and development. Partner – Fascet LLC (Investment Technology Consulting). Managed QA for integration of Advent Software’s (NASDAQ: ADVS) Order Management System and SEI Investments (NASDAQ: SEIC) Trust Accounting Platform. Senior Consultant - Advent Software

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    Luke Laidley
    VP of Sales

    10 years experience in financial product sales and distribution. Senior consultant with Morgan Stanley and Goldman Sachs & Co. Founder - Heights Inc (Marketing and investment research solutions for independent advisors)

Advisors

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    Kelley Drye & Warren LLP
    Lawyer
    Unconfirmed

Previous Investors

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    Joe Caputo - Angel
    Unconfirmed