PeakFolio, LLC is a financial technology company that helps investors answer the key questions: How much is my investment portfolio costing me? What is the quality of investment advice that I am receiving? We believe that given accurate information, true transparency, and the right questions to ask their investment advisors, investors will make better decisions about their investment options. Our Mission is to level the playing field between investors and investment advisors. We advocate for investors by providing a second opinion on the quality of investment portfolios with a primary focus on risk and cost.
| Website | http://www.peakfolio.com |
| Employees | 1 (1 on RocketReach) |
| Founded | 2014 |
| Address | 400 Fifth Ave. Ste. 600, Waltham, Massachusetts 02451, US |
| Technologies |
HTML
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Twitter
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Cloudflare
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| Industry | Financial Services, Wealth Management |
| Keywords | Investment Strategies, Investment Portfolio Management, Portfolio Tracking, Portfolio Analysis, Financial Technology, Financial Analytics, Investment Advisory, Wealth Management, Financial Advice, Investment Performance, Portfolio Optimization, Asset Allocation, Retirement Planning, Investment Research, Risk Management, Financial Planning, Tax Optimization, Estate Planning |
| Competitors | Wealthfront, Betterment, Acorns, Personal Capital, Robinhood, Stash, Schwab Advisor Services, Fidelity Investments, E*TRADE Bank c/o E*TRADE Financial, LLC, SoFi +34 more (view full list) |
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1 people are employed at PeakFolio.
PeakFolio is based in Waltham, Massachusetts.
