Investing | Credit Card Topics

District Capital Management Offers Comprehensive Financial Planning Tailored to Priorities and Goals

By: Mike Senecal, 5/22/2023

In a Nutshell: A fiduciary financial advisor can help individuals and families find more money and pay fewer taxes than they would on their own. Many professionals in the Washington, D.C., area choose District Capital Management to grow their wealth, reach their goals, and provide for their loved ones. A credentialed team with experience in pension management and family foundations helps clients make the best decisions for their interests. DCM's task-oriented approach ensures planning... read more »

Village Capital Peer-Selects Diverse Impact Startups and Democratizes Venture Investing

By: Mike Senecal, 5/15/2023

In a Nutshell: Impact investors can only support the most socially beneficial companies if they can find them. Village Capital is a nonprofit investment partner, entrepreneur support organization, and ecosystem builder that broadens the vision of impact investors. Village Capital's unique peer-selection accelerator methodology finds startups outside the tech-hub status quo to drive solutions in climate innovation and adaptation, economic mobility, and equitable access to essential... read more »

Lightyear Offers Retail Investors Friction-Free Multicurrency Access to Global Markets

By: Mike Senecal, 4/25/2023

In a Nutshell: Full-featured fintech platforms like Robinhood support a vibrant retail investment culture in the US. But in the EU and UK, traditional banks still facilitate most trading. Costs are higher, access to global products is limited, and platforms lack educational resources for newer investors. Lightyear fixes those problems with a multicurrency platform that offers 3,000+ international stocks and ETFs and deep dives into investment fundamentals. The Lightyear app's explosive... read more »

Quantcha Incorporates Market Analytics to Offer Investors Robust Tools for Informed Options Trading

By: Mike Senecal, 3/7/2023

In a Nutshell: Like many options traders in the early 2010s, Ed Kaim started by tracking trades on a spreadsheet. But as his strategies grew more sophisticated, his spreadsheets couldn't keep up. In 2014, Kaim leveraged his expertise as a tech entrepreneur to create Quantcha, a suite of power tools for successful options investors. Quantcha tracks positions based on real-time market data, incorporates trade analytics, and enables users to refine strategies through InvestOps. With... read more »

Opportunity Finance Network Connects Corporate Investors With CDFIs to Narrow the Racial Wealth Gap

By: Brandon Rossman, 1/31/2023

In a Nutshell: Opportunity Finance Network provides capital to community development financial institutions (CDFIs) working to close the racial wealth gap. The network works closely with philanthropic and corporate investors that want to make a difference in low-income communities, and connects them with CDFIs near their location. The Finance Justice Fund, run by Opportunity Finance Network, puts investors’ capital into CDFIs that are providing financial products and services to... read more »

Disrupt Equity Helps Investors Diversify and Earn Passive Income Through Multifamily Real Estate Syndication

By: Sean Roderick, 1/23/2023

In a Nutshell: Disrupt Equity provides opportunities for retail investors to invest in commercial real estate through syndication, which is normally exclusive to larger investment firms. Unlike traditional investments that are typically one unit, syndication investors share the investment of several units with other investors and act as board members on the investment. The company offers accredited and non accredited investments depending on what criteria is met. In many cases, Disrupt... read more »

Zeal’s Inclusive Investing™ Platform Yields Results by Funding Diverse Companies and Founders

By: Brandon Rossman, 1/19/2023

In a Nutshell: Zeal Capital Partners invests in exceptional, diverse management teams that are rethinking the building blocks of wealth: the education to employment pathway, financial inclusion, and health equity. This inclusive investment firm specifically seeks out tech enabled high-growth businesses that have been neglected by heritage venture capital firms. Zeal exclusively invests in the fintech, workforce, and healthcare categories. Zeal typically looks to underwrite investments... read more »

Beyond Investing Provides Investors With a Green Approach to Growing Wealth With Its Vegan ETF

By: Brandon Rossman, 1/10/2023

In a Nutshell: Beyond Investing allows investors to put their money and retirement funds into green, sustainable companies that don’t fund fossil fuels or exploit animals. The company’s ETF (Ticker: VEGN) evolves as Beyond Investing does more research to find greener investments or to remove companies that no longer align with the fund’s vision. VEGN has similar growth rates to other popular ETFs, such as the S&P 500, but is more carbon neutral and produces less pollution.... read more »

Neighborhood Credit Union Shares Insights on Being Financially Prepared for the Looming Recession

By: Sean Roderick, 1/9/2023

In a Nutshell: Neighborhood Credit Union is one of the longest standing credit unions in the Dallas-Fort Worth metroplex area. The credit union’s CFO, James Frankeberger, has shared his insights on the impending recession and how to be financially prepared for economic downturns. Neighborhood CU provides its members a number of offerings that can help them protect their investments, like competitive interest rates on deposit and loan products. Frankeberger also addressed the... read more »

Cohesion: A Digital Platform to Streamline and Enhance Commercial Real Estate Operations

By: Adam West, 11/29/2022

In a Nutshell: Commercial real estate owners and investors need digital systems to enhance the office experience as they rely on more remote workers. Cohesion is a unified platform that provides real-time insights into tenant engagement and operations and reduces costs through automation and space optimization. The platform also makes buildings more sustainable and healthier by promoting worker engagement and collaboration. Through its tools, Cohesion aims to maximize ROI and market... read more »

AudaCity Capital Trains Traders to Become Successful on the Foreign Exchange Market

By: Brandon Rossman, 11/9/2022

In a Nutshell: AudaCity Capital puts forex traders on a pathway to success with its training programs. The company charges an initial fee for the training, and a monthly fee afterwards to trade with AudaCity’s funds. Interested traders should have a basic understanding of economics and trading in the foreign exchange market. AudaCity sets its traders up with $15,000 to trade with as soon as they complete the training program. Traders earn half of the profits they generate, with... read more »

Percent Provides Users With the Tools They Need to Enter the Alternative Investment Space

By: Adam West, 10/11/2022

In a Nutshell: Private credit investments give investors opportunities to diversify their portfolios. This non-bank loan financing offers exposure into investments collateralized by loans made to small businesses and individuals, and though riskier, can yield higher APYs and shorter-terms than more traditional investments. If investors are interested in exploring the world of private credit investing, they can turn to Percent, which lets them invest in deals for as little as $500. The... read more »

Aspen Funds Allows Accredited Investors to Diversify Their Portfolios With Alternative Investments

By: Brandon Rossman, 10/11/2022

In a Nutshell: Aspen Funds is a private fund for accredited investors who want to diversify their portfolios with alternative investments. The fund specializes in assets such as real estate, self-storage, mortgage notes, and industrial operations, including oil. Experts in their respective fields help Aspen Funds make the right decisions to ensure the highest return on investment. Aspen Funds is tailored to the investor who does not want to be tied to the volatility of the stock... read more »

Vint Allows Investors to Enter the Rare Wine and Spirit Market, Adding Diversity to Their Portfolios

By: Brandon Rossman, 10/5/2022

In a Nutshell: Vint is an alternative asset platform that allows investors to purchase shares of rare wines and spirits for as low as $50. Vint considers the assets medium-to-long term investments, with a hold time of between one and seven years. The platform is SEC-qualified, making it the only wine and spirit investment vehicle of its kind. And Vint makes investing more accessible, accepting anyone with no accreditation required. Wine is no longer just something people enjoy at a... read more »

Bumped: A Stock Rewards Platform That Helps Brands and Banks Encourage Consumers to Invest

By: Adam West, 10/4/2022

In a Nutshell: Many Americans don’t invest, and a significant number of those who do have small portfolios. Bumped aims to change that by partnering with financial institutions and companies to offer rewards to encourage consumers to invest more regularly. The platform allows banks to offer loyal customers stocks instead of traditional cash back as rewards. Companies can do the same, and customers can even earn brand stock for spending a certain amount of money at a retailer. Bumped... read more »

Lofty Broadens Access to Real Estate Investing Through Accessible, Low-Cost Fractional Shares

By: Adam West, 10/4/2022

In a Nutshell: Real estate is an ideal asset class for investment diversification, but purchasing and managing properties traditionally requires a lot of upfront resources. Real estate holdings are also highly illiquid, meaning an investment is not easily converted into cash. Lofty modernizes real estate investing by offering fractional shares of managed properties for as little as $50 with daily rent payouts and no investment lockup period. With Lofty, it's simple and easy to invest... read more »

Netcapital Connects Retail Investors with Private Companies in Need of Capital

By: Adam West, 9/1/2022

In a Nutshell: Retail investors have traditionally lacked access to opportunities with early-stage companies with the greatest growth potential. And startups have traditionally had difficulty accessing capital. Netcapital solves both problems by connecting investors and firms on a common platform. Netcapital provides innovative tools and insights to manage portfolios and set up offerings that help streamline the investment marketplace. Institutional investors — a category that... read more »

MoneyMade: Research Alternative Assets and Manage Investments on 200+ Platforms

By: Adam West, 6/28/2022

In a Nutshell: Traditionally, only accredited investors and high-net-worth individuals invested in alternative assets such as real estate, farmland, and fine wine. But technological and regulatory changes have opened alternative investments to everyone. MoneyMade educates new investors about the opportunities and pitfalls of alternative investments, evaluates and connects to 200+ platforms, and provides tools for managing investments. Beyond the world of stocks and bonds, anything... read more »

Gentreo Leverages Technology and Collaboration to Simplify Financial Transitions in Estate Planning

By: Sean Roderick, 6/1/2022

In a Nutshell: While it is a subject many prefer to avoid, estate planning is an important part of financial management everyone would benefit from doing in advance. Gentreo is making the process less intimidating for clients by simplifying the procedures and offering more reasonably priced support than that of traditional methods. By making everything digitally accessible, the company aims to help families through the grieving process and reduce the many financial and legal... read more »

Alts Provides Informative Content on Unique Investment Strategies to Help Diversify Portfolios

By: Sean Roderick, 5/25/2022

In a Nutshell: In the world of alternative investments, there is a traditionally wide authority gap due to the lucrative nature of some high-end assets, like art, wine, and other collectibles. Alts is an investment newsletter group that is transitioning into offering fund opportunities and is currently shaking the old paradigm. The firm’s main focus is on lower-tier assets with higher earning potential, and it is looking to bring smaller investors into a newer, widely fractionalized... read more »

Rares Allows Consumers to Invest in Iconic Sneakers Through More Accessible Fractional Shares

By: Brandon Rossman, 5/23/2022

In a Nutshell: Rares provides investment opportunities in the collectible sneakers category. The company purchases the shoes — at prices that range from thousands to millions of dollars — and allows investors to buy fractional shares of the shoes for as low as $5. Investors either make money from selling their shares to other investors or by earning a return after the company sells the shoes. Rares owns shares of every shoe on its platform to show that the company is committed to... read more »

Eagle Investors: Fiduciary Advice and Educational Content Foster a Diverse Community of Active Traders

By: Adam West, 3/31/2022

In a Nutshell: Eagle Investors serves a community of more than 250,000 active traders on the popular Discord messaging and digital distribution platform. Members receive market analysis and insights aimed at investors of all experience levels. Eagle Investors is a federally registered investment advisory firm, meaning it puts member interests first. It accomplishes that through professionally curated daily recommendations, community features, and educational content. Financial... read more »

Revelio Labs Analyzes Public Workforce Data to Help Investors and Financial Consultants Understand Trends

By: Jon McDonald, 3/28/2022

In a Nutshell: Corporate financial metrics are relatively easy for investors and consultants to act on, but organizations are ultimately run by people. Revelio Labs helps bring the human side of the business into the equation. It analyzes publicly available workforce data to offer actionable intelligence on company composition and trends. The Revelio Labs team of economists can reveal the inner workings of companies and provide powerful predictive insights for investors. ... read more »

FINTRX Helps Startups, Fund Managers, and Investment Bankers Leverage Private Wealth Data to Close More Deals

By: Adam West, 3/3/2022

In a Nutshell: Family offices and registered investment advisors (RIAs) are important prospective clients for fund managers and corporate investors. But they have traditionally operated in a rather opaque, relationship-based space. The FINTRX platform changes that dynamic through data and research that enables investors to target the most promising private wealth prospects. As the family office/RIA space evolves, FINTRX offers actionable intelligence to help managers and firms stay... read more »

Financial Mentor Resources Offer a Transparent Approach to Wealth Building and Money Management

By: Jon McDonald, 3/3/2022

In a Nutshell: Financial Mentor is a financial education resource developed from Todd Tresidder’s lifetime of experience working in the industry and as a money coach. He created a unique approach to wealth building rooted in the mathematics behind investing. The process also acknowledges the personal and emotional sides of investing, especially when paying off debt. Financial Mentor’s materials, particularly its wealth-planning course, educate consumers on fact-based financial... read more »

• Our Experts »	• Editorial Process »
• In the Press »	• Media Assets »

All articles tagged Investing (83)