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Passiv
AddedMar 22, 2024
UpdatedJun 18, 2026
Passiv

Passiv

Operating

Passiv: Simplifying wealth management for self-directed investors.

Location
Fredericton, New Brunswick, CA
Founded
2017
Firm
Compare
Fundraising
Employees
Website

Passiv offers wealth management software for self-directed investors, focusing on simplifying portfolio management. The platform transforms brokerage accounts into modern portfolio management tools, allowing users to build personalized indexes, invest, and rebalance with ease. Passiv's solution is designed to maintain target allocations and automate investments.

The company's software aims to save time and reduce stress for investors by streamlining the investment process. Passiv's key features include one-click rebalancing, seamless management of multiple accounts, and tools to maintain target allocations. This approach allows investors to focus on their long-term financial goals while minimizing the day-to-day complexities of portfolio management.

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Passiv - Classification

Also Known As
  • Passiv Inc.
NAICS
  • 520000Finance and Insurance
SIC
  • 6000Depository Institutions
Show 3 more industry codes
SIC
  • 6200Security And Commodity Brokers, Dealers, Exchanges, And Services
  • 6280Services Allied With The Exchange Of Securities Or Commodities
  • 6282Investment Advice