Fundify Advisors provides investment advice through its online platform, primarily focused on pre-initial public offering (IPO) companies. Fundify recommends portfolios of securities issued by private companies, using a proprietary due diligence process and investment selection algorithm. Clients provide information about their financial situation and risk profile, and Fundify then recommends a portfolio. Fundify does not provide financial or tax planning or legal advice. Fundify's affiliate, Fundify Portal, receives compensation from issuers, creating a conflict of interest.
Assets Under Management$65K
Clients3,485
AdvisorsN/A
Avg. per Client$19
Avg. per AdvisorN/A
Fee Structure
Investment management only (planning not offered)
Portfolio-Based Fees (Flat)
| Portfolio Value | Annual Fee |
|---|---|
| Any | 2.00% |
Fee is 2% annually, assessed and charged monthly. Fundify may offer lower fees through promotions, referrals, and other discounts.
Fee Estimator
Your Portfolio Value
$500K
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Estimated Annual Fee
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