Buy or sell Motif stock pre IPO via an EquityZen fund

EquityZen is a marketplace for shares of proven pre IPO tech companies

Motif Stock

Online investing

Founded

2010

Notable Investors

J.P. Morgan

Headquarters

San Mateo CA, US

Total Funding

$126M

About Motif Stock

Motif Investing Inc. is a privately-held, venture capital backed personalized investing company. Motif allows retail investors to focus on theme-based investment trends (or motifs), such as clean energy, utilities, biotechnology, etc. Motif lets customers select themes that they want to invest in, and will then invest the client funds into a basket of stocks and ETFs that will capitalize on the theme.

The company, based in Silicon Valley, is aiming to change the face of online investing through an innovative, transparent social platform that allows individuals and investment advisors to invest in stock and bond portfolios built around everyday ideas and broad economic trends -- and even create brand-new motifs from scratch. Motif is a registered broker-dealer and a member of SIPC. The company's investors include Foundation Capital, Goldman Sachs, Ignition Partners and Norwest Venture Partners. Board members include former SEC Chairman Arthur Levitt and former Wall Street executive Sallie Krawcheck.

A motif is a basket of up to 30 stocks or ETFs intelligently weighted to reflect an investment theme, market insight or innovative trend. Investors can choose from professionally built motifs or design their own. Then buy that motif in just one click for $9.95:

Investors

Funding History

September 2010$6.0M
July 2011$20.0M
March 2013$2.7M
March 2013$22.3M
April 2014$21.6M
April 2014$13.4M
January 2015$40.0M

Management

Co-Founder and CEO

Hardeep Walia

CFO

Paul Schmidt

Chief Product Officer

Bill Ihrie

Chief Investment Officer

Tuhin Ghosh

Board Member and Former S.E.C. Chairman

Arthur Levitt Jr

Board Member and CEO J.P. Morgan Private Bank

Kelly Coffey

Board Member and CEO of Renren

Joe Chen

Board Member and Past President and CEO, Boston Consulting Group

Carl Stern

Press

How to invest without sacrificing your values

Albany Times Union - May, 11 2017

Motif Investing and Pacific Life Launch SRI Firm

WealthManagement.com - Mar, 23 2015

Other Companies

EquityZen does not have an affiliation with, formal relationship with, or endorsement from Motif or any companies feature above. This profile is based on publicly available information and is intended to be informative in nature.

Some data provided by Crunchbase

Join 70K+ Investors and Shareholders

On our trusted digital marketplace for private companies

EquityZen Recognized As:

LogoLogo