Smart Money Invest
Toronto
About Smart Money Invest
Smart Money is an online wealth manager that enables users to invest in an optimized global portfolio of equity and bond ETFs that are regularly rebalanced to keep their financials on track. The company’s main products include asset allocation, smart rebalancing, and tax loss harvesting. For an annual asset-based fee of 0.45%, on top of the underlying ETFs. Smart Money was founded in 2014 and is based in New York, United States.
Company Facts
- Operating status: Active
- Company type: For Profit
- IPO status: Private
- Employees: 1 – 10
- Funding stage: Seed
- Last round: Pre-Seed (Jan 2016)
- Website: smartmoneyinvest.ca
- Phone: (647)985-7626
Industries & Categories
Financial Services, FinTech
Social Profiles
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