• Company Type For Profit
  • Contact Email info@personalria.com

PERSONALRIA (PR) is a platform that replaces mutual funds as the primary investment vehicle available to retail investors. There are two key participants in the platform: REGISTERED INVESTMENT ADVISORS (RIAs), and retail investors (investors with an average, or below average, amount of investible assets). RIAs are investment professionals that

usually cater to the high-net-worth market segment.

Their technological capabilities will enable the creation of virtual funds managed by registered investment advisors (RIAs). That is, each real-money portfolio managed directly by one of their RIAs can be set to continuously trigger, on a proportionate basis, an identical portfolio in their clients' brokerage accounts. The web-app suite will enable the creation of investment vehicles wrapped in layers of the much needed transparency and interactivity features. RIAs will now profitably engage with the retail investor market segment, and retail investors will have access to a much improved level of investment talent.

Lists Featuring This Company

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287 Number of Organizations • $979.7M Total Funding Amount • 149 Number of Investors
Closed United States Financial Services Companies
3,916 Number of Organizations • $13.4B Total Funding Amount • 2,047 Number of Investors
Closed Asset Management Companies
355 Number of Organizations • $3.4B Total Funding Amount • 232 Number of Investors
Closed Washington Companies
2,170 Number of Organizations • $9.8B Total Funding Amount • 2,017 Number of Investors

Frequently Asked Questions

Where is PERSONALRIA's headquarters? PERSONALRIA is located in Vancouver, Washington, United States.