SeekInvest is a fintech platform that enables investors to align their portfolios with their personal values. The platform identifies mismatches between investments and values, facilitates reallocation, and provides tools for research and offsetting harm caused by misaligned investments.
Funding
Funding not disclosed
Founders
Product
Problem
Many investors struggle to align their investment portfolios with their personal values and risk tolerance, leading to potential mismatches and missed opportunities for impact investing. Traditional financial advisory services often lack the tools to comprehensively assess and address these value-based alignment issues.
Solution
SeekInvest is a fintech platform designed to help financial advisors create personalized investment proposals that align with client values. The platform captures client values and goals, analyzes portfolios to identify alignment opportunities, and generates detailed reports with a "Values Alignment Score". By mapping investments to over 27 topics using 600+ metrics across 9,000 companies and 153,000+ securities, SeekInvest enables advisors to uncover opportunities for risk mitigation and values alignment. The platform streamlines workflows, facilitates client discovery, and enhances communication of investment results.
Target Audience
SeekInvest primarily targets financial advisors who want to personalize their approach, create customized proposals, and generate comprehensive reports for their clients.
Features
- Comprehensive client discovery process to capture values and goals in real-time
- Portfolio analysis to uncover opportunities for risk and values alignment
- Values Alignment Score to showcase client alignment in a single metric
- Detailed reporting and visualizations to set direction for decision making
- Mapped to Over 153,000 Securities
- Coverage for 9,000 Companies
- Values Alignment with 27 Topics
- Uses 600+ Metrics for Analysis