About Measured

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.

```xml <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. </problem> <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. </solution> <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 </features> <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. </target_audience> <revenue_model> Measured generates revenue by charging interest on the securities-backed lines of credit offered through the platform, with rates starting as low as 6.75%. </revenue_model> ```

What does Measured do?

Where is Measured located?

Measured is based in East New York, United States.

When was Measured founded?

Measured was founded in 2022.

How much funding has Measured raised?

Measured has raised 4500000.

Location

East New York, United States

Founded

2022

Funding

4500000

Employees

9 employees

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Measured

Score: 64/100

AI-Generated Company Overview (experimental) – could contain errors

Executive Summary

measuredhq.com 100+

Founded 2022 – East New York, United States

Funding

Estimated Funding

$4.5M+

Team (5+)

No team information available. Click "Fetch founders" to run a focused founder search.

Company Description

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.

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

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.

Revenue Model

Measured generates revenue by charging interest on the securities-backed lines of credit offered through the platform, with rates starting as low as 6.75%.