Double Finance
Double is building a smarter brokerage account for retail investors, combining the best parts of active and passive investing. We allow anyone to build a custom ETF, easily test its performance and automate its trading. Targeting a younger tech forward cohort who are set to inherit $84T dollars over the next 20 years. Double is a part of the W24 YC Batch.
Double Finance
Double is a registered investment advisor providing low-cost, direct indexing investment strategies with tax optimization and cash management tools for US residents.
About
Needs Assessment
Active buying signals and potential business opportunities
Technology Requirements
AI-driven portfolio management platform
Access to ETF and stock market data
Direct indexing technology
Automated rebalancing tools
Service Requirements
Investment advisory services
Customer support for investment guidance
Training on direct indexing strategies
Infrastructure Requirements
Secure custodial services with SIPC insurance (Apex Clearing)
Fractional share trading platform
Scalable platform to accommodate different investment amounts
Talent Requirements
Expertise in AI and machine learning for portfolio optimization
Investment advisors with experience in direct indexing
Software engineers to develop and maintain the platform
AI Insights
Growth Trajectory
Double's growth trajectory is strongly tied to its ability to attract new users to its platform and is indicated by its continuous platform enhancements and updates, with significant value from zero AUM fees that are likely to boost adoption rate.
Market Opportunity
Double's market opportunity lies in capitalizing on the growing demand for low-cost, tax-efficient, and customizable investment solutions, particularly among everyday investors seeking alternatives to traditional investment options.
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