Build Whale is a fintech platform that offers investment advisory services to renters. Whale provides two programs: the Whale Deposit Program, which deposits security deposits in FDIC-insured accounts, and the Whale Grow Program, which invests additional funds in ETF portfolios based on a client's risk profile. Whale's services are designed to encourage automated investments and promote financial literacy.
Assets Under Management$250K
Clients232
AdvisorsN/A
Avg. per Client$1.1K
Avg. per AdvisorN/A
Fee Structure
Minimum Investment:None
Investment management only (planning not offered)
Whale offers two investment programs:
- Whale Deposit Program: Whale charges a fee of up to 1% of the yield earned in your money market account. This fee is deducted from the yield each month.
- Whale Grow Program: Whale charges $3 per month for this program, which invests your funds in ETF portfolios. This fee does not include brokerage, custodial, or ETF fees.
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