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- Custodian
- --
- Clients
- Retail
- Platforms
- --
- Established Date
- 01-01-2022
- Office Locations
- 1
Office Locations
About Fundify Advisors LLC
Fundify Advisors operates the Fundify app, a SEC- and FINRA-registered platform that builds diversified portfolios of pre-IPO startups for everyday investors. Members set a monthly amount (as little as $1) and Fundify’s team and ProAdvisors network source, vet, and reserve allocations across early-stage companies over time. Bank linking uses Plaid; funds are held with regulated partners, and pooled orders aim for consistent deal terms.
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Owner & Executives
Joshua Chodniewicz
Chief Executive Officer, FOUNDER
- CRD
- --
- Ownership
- Less than 5%
DANIEL THOMAS GARCIA
Chief Compliance Officer
- CRD
- #5847982
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $888,512 | $95 |
| Non-Discretionary | $0 | -- |
| Total | $888,512 | $95 |
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Separately Managed Accounts
Total SMA Asset: Available
| Asset class | Assets | Assets % |
|---|---|---|
| Cash | Available | Available |
| Total | Available | Available |
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