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- Custodian
- Alpaca
- Clients
- Retail
- Platforms
- --
- Established Date
- 09-01-2024
- Office Locations
- 1
Office Locations
About Investable
Investable is an SEC-registered investment adviser offering a payroll-linked benefit that helps employees save and invest for near- and long-term goals outside of retirement accounts. Users set a goal, complete a risk profile, and can model outcomes with a Virtual Forecaster before contributions flow from each paycheck into a precurated, professionally managed portfolio that remains accessible without withdrawal penalties. Assets are held with a trusted custodian (Alpaca) with bank-grade encryption.
Team overview
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Asset Classes
Custodian
Investment Themes
Investment Vehicles
Services
Owner & Executives
Nicholas Schubert
Chief Executive Officer, President
- CRD
- --
- Ownership
- 75% or more
ANDREW KHOA Q LE
Chief Compliance Officer, Chief Investment Officer
- CRD
- #5642668
- Ownership
- Less than 5%
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| Category | Assets | AVG. Account size |
|---|---|---|
| Discretionary | $490,100 | $6,126 |
| Non-Discretionary | $0 | -- |
| Total | $490,100 | $6,126 |
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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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