FinTech1 provides individual investors with consolidated portfolio views and risk assessment. Making smart investments that match personal goals and values should be easy. We’ll run the analysis, you make the decisions.
👋 Hi Hunters!
I’m Maher, and I am super excited to launch FinTech1 to the community. FinTech1 is a risk management platform for individual investors.
😵 The Problem
Investing is the primary means of building wealth, yet it is not without risk. Investing has been made incredibly simple through Robinhood, Fidelity and Coinbase. However, evaluating risk of investments across these platforms is extremely challenging. For example, you are not able to quantify how much your portfolio may drop until a market downturn. By then, it’s too late. All you can do is hope that the market rebounds by the time you need the money.
👍 My Solution
I provide you with consolidated portfolio views and risk assessment. Furthermore, I stress test your portfolio to help you understand the impact a series of events could have on your portfolio. If the potential losses are too great, you have the information you need to take preemptive steps to soften the blow.
“It’s only when the tide goes out that you learn who has been swimming naked” Warren Buffet
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This is a fantastic product and a much needed solution for individual / private investors! There's just not enough on risk management offered through self service brokers
Thank you @hamza_q4! Couldn't agree with you more!
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I've been looking for a solution to help with our family's investments. Like many families we have lots of accounts from past employers, roll over IRAs, roth IRAs, plus taxable brokerages, etc. The existing tools in the market are either are woefully insufficient on risk management features or are looking to sell you asset management services that my family doesn't want. Maher has created an independent platform that allows us to look across all of our accounts and have a cohesive view of our aggregated portfolio. We are able to identify areas of risk that we would otherwise not be aware of. Love the direction and can't wait to see what's next!
Great question @chris_robinson10 !
Here's what I learned:
• 75 % of Americans manage their own finances with no help from a professional or online service
• Retail investors have their wealth spread across multiple platforms with limited ways to consolidate
• Finally, retail investors are looking for clear actionable insights to build resilient portfolios
Happy to answer any other questions you may have 😊
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