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www.vestopia.com

HQ Location: San Francisco, California
Product Being Demoed: Vestopia
Product Launched: January 2008
Metrics: 11 employees

How they describe themselves:
Vestopia is the first and only online platform that enables users to monitor in real time the actual trades of professional money managers as they invest their own money. The site provides reliable investment perspectives by providing a fully transparent view into the private portfolios of a team of seasoned money managers called “Investment Directors.” By registering free of charge, Vestopia members select an Investment Director to follow based upon their investment approach and market insight. They can then view their real time trades and analysis, receive email or sms alerts, and interact with the Investment Directors through blog postings.

What they think makes them better:
Vestopia is focused around the investment decisions of professionals who have been personally vetted, and meet our rigid standards. Vestopia is the first and only service that allows you to view, in real time, actual transactions made by Investment Directors in their own portfolios. They are professionals with real names, photos and biographies. You can get to know them. They come from prestigious and reliable organizations; almost all hold CFAs or MBAs, and financial licenses. They are not anonymous. Further, Vestopia provides a rich platform, where these Investment Directors can explain their every move to members.

Executives: Steve Markowitz (Chairman & CEO), Guy Hirsch (President & Co-Founder), Josh Blacher (Executive Vice President & Chief Financial Officer

Investors: Lightspeed Venture Partners (www.lightspeedvp.com), Gemini Isreal Funds (www.gemini.co.il), Offer Hi-Tech (www.offerhitech.com)

Contacts:
Bus. Dev. – Eric Conway, Sr. Mktg. Mgr., eric@vestopia.com, 415-462-1300x707
Press – Bill Daddi, bill@daddibrand.com, 212-404-6619

 


 
     
 
 
 
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