Passiv logo — Put your investment portfolio on autopilot

Passiv

Put your investment portfolio on autopilot

Founded 2017 Canada Canada 2 employees Seed Total: $4.05M Crypto, Finance +3

General Information

Company Name Passiv
Founded Year 2017
Location Canada Canada
Employees 2
Industries Crypto, Finance, Financial Services +2
Funding Stage Seed
Business Model B2C, SaaS, Freemium
Revenue Model Freemium, Subscription, Tiered Pricing
Social

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About Passiv

Passiv, founded in 2017, operates in the dynamic intersection of Crypto, Finance, Financial Services, Fintech, and Wealth Management, from its headquarters in Canada. The company champions a straightforward mission encapsulated by its slogan: "Put your investment portfolio on autopilot." It offers a streamlined solution for portfolio management, enabling investors to automatically calculate trades and rebalance their portfolios with a single click, thereby eliminating the need for cumbersome spreadsheets. This innovation allows users to maximize their financial growth potential efficiently.

The company last secured a $3.00M Seed Round investment on 17 October 2022, with participation from prominent investors including Y Combinator, Mistral Venture Partners, Uncorrelated Fund, New Brunswick Innovation Foundation, and East Valley Ventures. Passiv's strategic positioning and recent financial backing highlight its potential to significantly impact the wealth management sector.

Business keywords: portfolio management, automated investing, robo-advisor, financial software, self-directed investing, investment automation, passive investing, DIY investing, trading software, investment rebalancing, target allocation, trade batching, dividend allocation

Services & Products

Automated Portfolio Rebalancing
Investment Tracking
Brokerage Account Integration
Performance Metrics Reporting

Target Customers

Individual Investors Retail Investors DIY Investors Investment Enthusiasts

Funding Rounds & Investors (6)

View All
Funding Stage Amount Investors Lead Investors Date
Seed Round $3.00M 5
Y Combinator, Mistral Venture Partners +3
17 Oct 2022
Seed Round Undisclosed 1
True Capital Fund
01 Apr 2022
Pre Seed Round Undisclosed 1
Y Combinator
03 Feb 2022
Pre Seed Round $800.00K -
01 Nov 2021
Angel Round $160.00K -
17 Dec 2020
Angel Round $90.00K -
15 Mar 2018

Passiv Alternatives & Competitors

View All Alternatives
Passiv vs
Wealthfront
Wealthfront United States

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Passiv vs
Fundment
Fundment United Kingdom

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Passiv vs

(Acquired by Papara) Empowering Everyone to Invest. All-in-One Investment Tools.

Seed
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FAQ About Passiv

Put your investment portfolio on autopilot
Passiv was founded in 2017.
Passiv is headquartered in Canada.
Passiv operates in Crypto, Finance, Financial Services, Fintech and Wealth Management. Its work centres on portfolio management, automated investing, robo-advisor and financial software. Its customers include Individual Investors, Retail Investors and DIY Investors.
Passiv has a B2C, SaaS and Freemium business model. Its revenue comes from Freemium, Subscription and Tiered Pricing.
Passiv has approximately 2 employees.
Passiv has completed 6 funding rounds, raising a total of $4.05M. The latest funding stage is Seed.
Passiv offers: Automated Portfolio Rebalancing, Investment Tracking, Brokerage Account Integration, Performance Metrics Reporting.
Top alternatives and competitors to Passiv include Wealthfront, Fundment, Finfree (Acquired by Papara), FELS Group - FollowMyMoney, Wealthsimple. These companies operate in related industries and serve comparable markets. You can compare them side by side on Bounce Watch.
Passiv and Wealthfront 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.

Source: BounceWatch company record for Passiv, https://bouncewatch.com/company/passiv, updated 28 July 2026. When citing, please name BounceWatch and link this page.

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