InvestorKeep

Investorkeep is an integrated platform that provides 3rd party/unbiased subscription-based services to monitor, analyze, and score client investment accounts.

  • Stage Prototype Ready
  • Industry Fintech
  • Location Chico, CA, USA
  • Currency USD
  • Founded January 2018
  • Employees 5
  • Incorporation Type S-corp
  • Website investorkeep.com

Company Summary

InvestorKeep (IK) is an integrated platform providing a 3rd party/unbiased subscription-based service that actively monitors, analyzes, and scores client financial accounts. The IK Platform alerts investors to changes in investment fees, fit, and quality (currently eroding their returns), and provides analysis and easy to understand optimizations customers can have their financial advisor implement.

Team

  • Twenty plus years in financial services: Bank of America and Morgan Stanley. Part of advisory team at Morgan Stanley managing over $10B. Raised over $8M in formational funding for previous start-ups. MBA from Texas A&M, Masters in Organizational Leadership from Gonzaga University.

  • Chief Technology Officer

    Former Head of Internal User Operations for Facebook Inc. Experience with multiple early and late stage startups including the first software as a service (SAAS) provider. BS in Economics from UC Santa Cruz and Post Graduate Certification in Data Analytics and Operations from Haas Business School at UC Berkeley

  • Brandon Thomas
    Software Engineer

    Over 10 years experience working in early- and late-stage startups as a senior software engineer building full stack solutions at scale, most recently with Build.com. Mr. Thomas attended California State University, Chico and is a certified Cisco Systems Engineer and Microsoft Systems Engineer.

  • Eric Michaels
    Business Process Engineer

    Ten years in the wealth management sector in customer-facing support roles with prior web application development experience.

  • Sean Morgan
    Business Development

    Strategic contractor to a diverse range of companies across California. BS in Finance and International Business, MBA from California State University, Chico (where he currently serves as an adjunct professor). Post graduate certifications in Advanced Project Management from Stanford University, and Business Dynamics from the Sloan School of Management at the Massachusetts Institute of Technology.

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