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WealthDefender

WealthDefender brings enterprise class financial planning analytics directly to the investor's desktop, mobile device, and price point.

Details

Founded: 2017
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Overview

Investors need a better analytic toolset given complex goals, portfolios, constraints, and market dynamics. WealthDefender considers annuities and insurance as well as investment products in planning and portfolio construction. WealthDefender's patent-pending risk- and return-based portfolio construction and its browser or mobile app delivery and price point will disrupt the financial planning software market.

Management

Dr.

Robert Levine

Dr. Levine has been developing enterprise financial risk and optimization systems for 20 years. He holds DFin, PDip, MBA, and BS Economics degrees from University of California-Berkeley, SMC University, Baruch College / CUNY, and NYU. He has published four finance books and has appeared on satellite radio. He is joined by a small team of PhD economists, quantitative programmers, and user interface / mobile web developers.

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