Measured provides a multi-custodial platform that enables independent Registered Investment Advisors (RIAs) to offer securities-backed lending solutions without integration or fees. Clients can quickly establish or refinance a securities-backed line of credit in under two minutes, accessing competitive rates and flexible terms tailored to their investment portfolios.
Funding
$4.5M raised to dateRaised to date based on public sources. This may differ from the amount the company actually raised and is based only on what is publicly available on the internet.
Founders
Product
Problem
Independent Registered Investment Advisors (RIAs) face challenges in offering securities-backed lending solutions to their clients due to complexities in integration, high fees, and the need for multi-custodial support. Clients often lack quick and affordable access to liquidity without having to liquidate their investment portfolios or navigate traditional lending processes.
Solution
Measured provides a multi-custodial platform that enables RIAs to offer securities-backed lines of credit to their clients, allowing them to borrow against their investment portfolios without integration hurdles or added fees. The platform facilitates a streamlined process where clients can quickly establish or refinance a line of credit, typically in minutes, accessing competitive rates and flexible terms tailored to their specific investment holdings. Measured allows clients to maintain their assets at their existing brokerage or move them to Measured, providing flexibility in custody arrangements. The platform also offers automated rebalancing to exclude assets and optimize portfolios, tax optimization to avoid unnecessary sales, and real-time risk analysis for responsible borrowing.
Target Audience
The primary target audience consists of independent Registered Investment Advisors (RIAs) seeking to offer securities-backed lending solutions to their clients, as well as individual investors looking for flexible and affordable access to liquidity without selling their investments.
Features
- Multi-custodial support, allowing clients to keep assets at their existing brokerage or move to Measured
- Automated portfolio rebalancing to exclude assets and optimize borrowing
- Tax optimization strategies to avoid costly tax events from unnecessary sales
- Real-time risk analysis to ensure responsible borrowing
- Personalized advice tailored to individual risk and asset tolerance
- Streamlined onboarding process with approval in minutes and funding in days
- Customizable repayment plans to fit individual needs