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Owl Invest logo — company profile

Owl Invest

Founded 2012 1 employees Series Unknown Finance, Financial Services +1

General Information

Company Name Owl Invest
Founded Year 2012
Employees 1
Industries Finance, Financial Services, Fintech
Funding Stage Series Unknown
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About Owl Invest

Owl Invest is an exciting new startup founded in 2012 aiming to revolutionize traditional wealth management. The company's mission is to provide wealth management services to United States households who have historically had little access to professional financial advice. Owl Invest seeks to address the issues of unaffordable traditional wealth managers, lack of diversification, and excessive fees paid to Wall Street mutual fund managers by leveraging low-fee ETFs and mutual funds to improve diversification, invest efficiently, and lower fees. Their last investment was a Venture Round on 01 January 2017, and the investor was Empactful Capital LLC. The company operates in the Finance, Financial Services, and Fintech industries. With its innovative approach, Owl Invest is making strides in democratizing access to quality wealth management services.

Taxonomy: Wealth management, Financial advice, Low-fee investing, ETFs, Mutual funds, Diversification, Investment management, Financial services, Fees reduction, Household finance, Asset allocation

Funding Rounds & Investors (2)

View All
Funding Stage Amount Investors Lead Investors Date
Venture Round •••••• 1 •••• •••• 01 Jan 2017
Venture Round •••••• 1 •••• •••• 15 Aug 2013

Owl Invest Alternatives & Competitors

Owl Invest vs
Stoker Ostler
Stoker Ostler

Personalized wealth management solutions for life's financial journey.

2 employees
Financial Services, Insurance
Owl Invest vs
Raintree Wealth Management Inc.
Raintree Wealth Management Inc. Canada

Invest In Your Future With Raintree Wealth Management.

6 employees
Financial Services, Wealth Management
Owl Invest vs
Zermatt Holdings LLC
Zermatt Holdings LLC United States

Zermatt Holdings is a private equity holding company with interests in financial services, wealth an...

1 employees
Financial Services, Wealth Management

FAQ About Owl Invest

The Best place to Manage ALL of your Investments Owl Invest is an exciting new startup that wants to revolutionize traditional wealth management. The company's mission is to provide wealth management services to United States households who have historically had little access to professional fina...
Owl Invest was founded in 2012.
Owl Invest operates in the following industries: Finance, Financial Services, Fintech.
Owl Invest has approximately 1 employees.
Owl Invest has completed 2 funding rounds. The latest funding stage is Series Unknown.
Top alternatives and competitors to Owl Invest include Stoker Ostler, Raintree Wealth Management Inc., Zermatt Holdings LLC, Constitution Wealth, Wealth Managers (India) Pvt Ltd. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Owl Invest and Stoker Ostler are both companies in similar industries. Compare their funding, team size, growth signals, and market position on Bounce Watch to see which one fits your needs.

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