GradeMyAdvisor.com

GMA will standardize and increase transparency for retail investment portfolio performance reporting in the same manner that Morningstar did for mutual funds.

  • Stage Prototype Ready
  • Industry Financial Services
  • Location Galveston, TX, US
  • Currency USD
  • Founded February 2013
  • Employees 2
  • Website grademyadvisor.com

Company Summary

Current mania surrounding investment fee level is misplaced. The germane issue is fee value - defined by the portfolio's risk-adjusted performance. GMA's service will become the global standard for retail portfolio performance reporting and replace the industry's fragmented, proprietary, opaque reporting currently in use. GradeMyAdvisor.com is an online service that uses a patent-pending process to manipulate the investor's data into a form that makes a portfolio performance analysis possible. Investor's who sign up for the free "snapshot" analysis are solicited to subscribe to a portfolio monitoring service. Whether the user subscribes or not - the collected data will create the world's first cross-brokerage retail portfolio performance/product database. GMA will monetize the data in both the B2C and B2B channels.

Team

  • President

    Master's degree in Financial Markets & Trading. 20 years working at the institutional and retail levels of the investment industry in both the USA and UK. Specialties: Portfolio and derivative securities analysis and trading. Fund management. Option trading strategies.

  • PR Director

    Rich has helped launch over 100 technology startups over the past 14 years. He has over 20 years of experience in public relations and has fostered relationships with countless media players across multiple industries. Rich started out life as a reporter so he thinks like one and brings that level of knowledge to finding out what reporters do and do not want from a potential story.

  • Rory Holland
    Chief Marketing Officer

    Rory is our strategic marketing, customer acquisition and business development guru. In more than 14 years of online marketing with a focus on financial services, he’s lead the launch and growth of several financial services companies’ customer acquisition, retention and partner development programs such as Bills.com, Credit.com and DepositAccounts.com.

  • 12 yrs business analysis, business continuity & operations. Analyst/developer at Supply Chain Connect servicing 250+ blue chips. An analyst with IMD Plc a media distribution solution for radio, tv & online. He managed continuity at Electronic Arts UK. Director of continuity E-lumination advising SMEs (Morph & GTC UK). Implementing strategic objectives, operational plans & continuity strategies in tech, internet, construction & energy start-ups.

Previous Investors

  • Family & Friends
    Unconfirmed

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