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SGIM
Delivering a Competitive Edge to Independent Investment Advisors
Details
Overview
In the United States, 16,896 retail-focused RIA firms manage approximately $4.7 trillion in assets. SGIM enables independent registered investment advisors the ability to manage their entire investing ecosystem in one place.
The core of our business model is to give away for free the enterprise software advisors are currently using to run their businesses. We will then upsell our active management strategies earning the management fees.
Management
Co-founder
Adam Forbes
Co-founded Calvin Alexander Networking later sold to Micromuse (NASDAQ:MUSE) where he continued as its SVP of Networking Technology.