Motif Investing

Motif Investing

Motif Investing is a next-generation online broker that is pioneering concept-driven investing for individuals and financial advisors. The company, based in Silicon Valley, allows investors to trade a motifs-an intelligently-weighted basket of stocks and bonds built around themes, investing styles, or multi-asset models-in single transactions for low fees. Motif Investing is a registered broker-dealer and a member of SIPC.In 2020, Motif's accounts were sold to Folio and it's patents, technology, and the team were purchased by Charles Schwab.

Total funding
~$126M
HQ 🇺🇸
Rancho Cordova, United States
Year founded
2010
Status
AssetsPurchased
People
Hardeep Walia
Chief Executive Officer
Connie Kuhl
Chief Compliance Officer
Tariq Hilaly
Founder, President
Paul Schmidt
Chief Financial Officer
Jonathan Surridge
Chief Financial Officer
Jennifer Doyle
Chief Marketing Officer
Investors
Charles Schwab
Folio Investing
Renren
Norwest Venture Partners
Ignition Partners
Balderton Capital
J.P. Morgan Chase & Co.
Foundation Capital
Wicklow Capital
GS Growth
Wharton Venture Initiation Program
Categories
Competitors
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