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Instrument Capital
IC’s proprietary process generates a more personalized asset allocation for consumers by incorporating non-traditional factors like human capital & real estate.
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Overview
IC is B2B, and our mission is to bring real personalization to Wealth Management. We have statistical algorithms designed to consider "non-traditional" factors such as occupation (by job, and industry), and real estate (by zip code). We have engaged with >30 financial institutions, and today, these factors are not taken into account systematically during the portfolio construction process. We help to systemize this process for Wealth Managers.