July 29, 2016 4:40 AM ET

Capital Markets

Company Overview of Motif Investing, Inc.

Company Overview

Motif Investing, Inc. operates as an online broker that provides thematic investing solutions for individuals and financial advisors. It allows investors to trade intelligently weighted basket of stocks built around themes, investing styles, and multi- asset models for less fees. The company specializes in the management of thematic investment strategies for financial institutions, such as private wealth management, investment companies, endowments, and family offices. Motif Investing, Inc. was formerly known as FundDNA Inc. and changed its name to Motif Investing, Inc. in October 2010. The company was founded in 2010 and is based in San Mateo, California.

400 South El Camino Real

Suite 575

San Mateo, CA 94402

United States

Founded in 2010

Phone:

855-586-6843

Key Executives for Motif Investing, Inc.

Co-Founder, Chief Executive Officer and Director
Co-Founder and Director
Chief Financial Officer and Senior Vice President of Strategic Partnerships
Chief Compliance Officer and Senior Vice President of Customer Service & Operations
Chief Investment Officer
Compensation as of Fiscal Year 2016.

Motif Investing, Inc. Key Developments

Motif Investing, Inc. Presents at In|Vest 2016 Conference, Jun-17-2016 08:35 AM

Motif Investing, Inc. Presents at In|Vest 2016 Conference, Jun-17-2016 08:35 AM. Venue: New York, New York, United States. Speakers: Hardeep Walia, Co-Founder, Chief Executive Officer and Director.

Motif Investing Inc. Presents at In|Vest 2015 Conference, Jun-18-2015 02:00 PM

Motif Investing Inc. Presents at In|Vest 2015 Conference, Jun-18-2015 02:00 PM. Venue: New York, New York, United States. Speakers: Hardeep Walia, Co-Founder, Chief Executive Officer and Director.

Motif Investing Partners with Pacific Life to Offer New Cause-Driven Investing Products for Millennials

Motif Investing announced a partnership with Pacific Life to offer new cause-driven investment models for millennials through its newly launched subsidiary, Swell Investing LLC. Swell uses Motif Investing's thematic investing platform to allow millennials to easily invest in the causes and issues they care about while growing their portfolios.

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Recent Private Companies Transactions

Type
Date
Target
No transactions available in the past 12 months.
 

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