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3da8256c 047d 4b6d a167 7006c8f72ff0

We analyze your portfolio and grade your financial advisor - do they earn their fees or are they a drag on your portfolio's performance?

  • Stage Product In Development
  • Industry Financial Services
  • Location Houston, TX, USA
  • Currency USD
  • Founded January 2009
  • Employees 4

Company Summary will do for financial advisors what Morningstar did for mutual funds – provide investors with a central location for independent, objective performance rankings. Users grant us access to their online account. We analyze their portfolio's performance, give their advisor a grade, and store the advisor's performance data. USA market over 50 million. BONUS - the data we collect has revenue potential in the consumer data industry.


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    Norman Pappous

    Professor of Economics at Galveston College. 15 years of institutional and retail investment management experience in both the USA and UK. ABN Amro; Rydex; Close Bros.; UBS; Merrill Lynch. MSc. Financial Markets.

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    Keme Ndukwe
    VP Development

    10 years as a project analyst and business continuity consultant. IMD Plc; Electronic Arts UK; Morph UK; Royal Sanderton Group. Consultant to 4 tech start-ups.

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    Sam Immanuel

    10 years consulting on technology and business in the financial services sector. Man Group Plc; Accenture. Oversaw daily operations of Man’s online trading and information systems

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    Rich Mullikin
    VP - PR

    18 years of experience in results-oriented public relations for technology, consumer and many other industries. Rich has helped put over 75 startup companies on the map.