$14.9M Total AUM
$14.9M Disc. AUM
37.9% 3Y CAGR
7 Employees
10,048 ADV. Clients
8 yrs Firm Age
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Request a Free TrialFirm Details
- Custodian
- Drivewealth
- Clients
- Retail
- Platforms
- Vector fusionUnison +more
- Established Date
- 12-01-2017
- Office Locations
- 1
Office Locations
1010 Sherbrooke Street West Suite 2105 Montreal, Quebec --
About Beanstox
Beanstox is a retail automated investing platform offering personalized, expert-built ETF portfolios for stocks and bonds, plus dedicated Bitcoin ETF and Gold ETF investing. Users can open IRAs and taxable “Wealth Builder” accounts and automate recurring deposits via bank connectivity. Client accounts are SIPC-protected. Kevin O’Leary serves as chairman/co-owner.
Team overview
-- AVG AGE
$5.0M AVG AUM / ADVISOR
$1.5K AVG AUM / CLIENT
8.5 yrs AVG TENURE
7 Employees
3 Advisory Reps
0 RIA Reps
8yrs Firm Age
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Asset Classes
Vital Radial optima Optima focus Catalyst
Custodian
Radial radial Vertex unison Wave wave Meridian Vector capital
Fund Managers
Wave vector
Investment Themes
Ridge pathway North meridian
Investment Vehicles
Harbor peak
Services
Legacy Delta ember Catalyst Prime eagle
Technology
Radial Delta horizon Pathway
Owner & Executives
C
Connor O'Brien
Chief Executive Officer, President
- CRD
- --
- Ownership
- Less than 5%
(441) 381-1363
oak.beacon@timbercapital.com
in linkedin.com/in/optima-alpha
T
Terence Thomas Kevin O'Leary
Chairman
- CRD
- --
- Ownership
- Less than 5%
(898) 504-3863
capital.value@optimacapital.com
in linkedin.com/in/timber-bridge
O
Optima horizon
Unison horizon
- CRD
- #28376
- Ownership
- 32.6%
(572) 333-8108
meridian.legacy@elementcapital.com
in linkedin.com/in/zenith-pioneer
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Total AUM
Discretionary
Non-Discretionary
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $14,884,663 | $733 |
| Non-Discretionary | $0 | -- |
| Total | $14,884,663 | $733 |
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Separately Managed Accounts
Total SMA Asset: $14,884,663
Public Funds:
100.0% | Asset class | Assets | Assets % |
|---|---|---|
| Public Funds | $2,105,331,598 | 100.0% |
| Total | $2,105,331,598 | 100.0% |