Discover StartupsDRAFT

Draft is suite of analytics and tools built to help wealth advisors win and retain assets1-10 Employees

B2B
Early Stage
Startup in initial stages

Website
: Location
Austin: Company size
1-10 people: Total raised
$1M: Markets
Financial Services Investment Management Wealth Management

View 0 jobs

DRAFT careers

Draft is suite of analytics and tools built to help wealth advisors win and retain assets

With Draft Insights, an advisor is able to quickly and securely gain access to account data and analyze the holistic portfolio of a client or prospect regardless of where the assets are held. Draft Insights is designed to surface opportunities for the advisor such as high fees, unnecessary risk, poor performance, diversification gaps and low quality products. The advisor can use this actionable insight to win new clients suffering from poor portfolio management, or to build trust with existing clients.

Jobs

DRAFT hasn't added any jobs yet

Get notified when DRAFT posts new jobs.

See similar jobs

Founders

View all team members

Brad Lawler

Founder

Former financial advisor at Morgan Stanley and @UBS . Portfolio analytics at Zephyr Associates. Big data at Infochimps. Investment transparency at DRAFT.

Funding

View all funding

Valuation