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- Custodian
- --
- Clients
- Retail
- Platforms
- Available
- Established Date
- 02-01-2024
- Office Locations
- 1
Office Locations
About Decode Finance LLC
Decode Finance is a retail-focused portfolio analysis and recommendation platform aimed at individuals optimizing 401(k)s, IRAs, and other retirement accounts. It delivers hyper-personalized allocation and rebalancing recommendations based on time horizon and goals, with ongoing monitoring of market, sector, and asset-class shifts. Investment guidance centers on fund and ETF selection and asset allocation, leveraging a database of 54,000+ mutual funds; the firm notes it is pursuing RIA/SEC registration.
Team overview
Insights
Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Technology
Owner & Executives
Rohit Gandhe
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 50% but less than 75%
ANAND UPADHYE
Chief Investment Officer
- CRD
- --
- Ownership
- 10% but less than 25%
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Unlock allAssets Under Management
| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $1,000 | $200 |
| Non-Discretionary | $0 | -- |
| Total | $1,000 | $200 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Equity - Exchange | Available | Available |
| Total | Available | Available |
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