Passiv: Simplifying wealth management for self-directed investors.
Location
Fredericton, New Brunswick, CA
Founded
2017
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.
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
