Demand Wealth has secured investment from fintech private equity firm Niche Investment Partners and launched an investment platform that enables clients to align their capital with their values.
Financial terms of the transaction were not revealed, other than the fact that the funding was a seven-figure amount.
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The new platform offers investors portfolios for specific life stages such as divorce or family death.
These include “ultra –niche” portfolios and paid or free financial planning solutions.
Moreover, the platform enables clients to invest based on their political, religious, and ethical principles, noted the firm.
The firm further stated that it enables clients to keep more of their portfolio return.
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By GlobalDataDemand Wealth COO Wade Ellison said: “Clients are demanding more from their wealth managers. They want greater customisation of their portfolio without compromising the service they have become accustomed to at larger traditional firms.”
Demand Wealth president Brandon Mink added: “Our goal is to help everyday Americans put the power of their wallet to use by investing according to their conscience.
“We know how important it is to put each individual’s hard-earned money onto the balance sheets of companies they believe in, to not only see significant portfolio returns, but know that those returns will come from companies they can be proud of.”
