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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- Wave eagleCatalyst
- Established Date
- 10-01-2022
- Office Locations
- 1
Office Locations
About Finvest
Finvest is an AI-powered wealth management app for retail investors that aggregates accounts across major brokerages and banks to deliver deep portfolio insights, concentration/exposure analysis, and idea discovery. Users can research and trade stocks, ETFs, bonds, and T-Bills in one platform, including scorecard-driven stock picks and personalized recommendations. The app is owned by Get Moving Inc, an SEC-registered investment adviser, with brokerage/clearing via Alpaca Securities (FINRA/SIPC).
Team overview
Insights
Asset Classes
Custodian
Services
Technology
Owner & Executives
Shivam Bharuka
Chief Compliance Officer, Chief Executive Officer
- CRD
- --
- Ownership
- 75% or more
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $0 | -- |
| Non-Discretionary | $4,093,402 | $2,157 |
| Total | $4,093,402 | $2,157 |
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Separately Managed Accounts
Total SMA Asset: $4,093,402
| Asset class | Assets | Assets % |
|---|---|---|
| U.S. Government/Agency | $138,669,945 | 40.8% |
| Cash | $154,984,057 | 45.6% |
| Equity - Exchange | $46,223,315 | 13.6% |
| Total | $339,877,317 | 100.0% |