Investable Information

Most employers offer a 401(k). Almost none offer a post-tax investing benefit for the goals that matter most in the next 1–10 years, such as buying a home, starting a family, or paying off high-interest debt. Investable closes that gap. Investable is an SEC-registered RIA that turns personalized, goal-based investing into an employer-sponsored benefit. Employees automatically invest from each paycheck into professionally managed, diversified portfolios—with full liquidity, no withdrawal penalties, and $0 out-of-pocket cost to them (the benefit is employer-sponsored). The biggest barrier to wealth isn't income—it's access and inertia. - 66% of Americans lack investments in the stock market - 57% of employees say finances are their top source of stress - 73% say they’d stay longer if offered more personalized benefits Investable was built to solve all three: giving employees an easy on-ramp to investing while helping employers reduce stress, boost loyalty, and stand out with a differentiated benefit. For employers, Investable delivers: - No added ERISA risk: Zero ERISA fiduciary liability - Stronger people outcomes: Improved retention, engagement, and loyalty - Low-lift administration: Payroll-integrated with bank-grade security -Predictable, lower costs: Simple, transparent fees that are lower than traditional 401(k) plans Founded with institutional-grade rigor at the University of Chicago Booth School of Business, Investable earned First Place in Booth’s 17th Annual Global New Venture Challenge—outperforming 20+ top ventures from Chicago, London, and Hong Kong. To learn more, email nick@myinvestable.com or open a new window to visit our website.