We believe each client deserves the best modern finance can deliver, at a fair price
We empower advisers to enter the new era of wealth management, driven by radical customization and transparent, efficient tax management. Just Invest is a technology company that uses large-scale data analysis, quantitative algorithms and risk modeling to deliver scalable portfolio and tax management, greater client engagement and best in class economics for both advisers and investors.
Who we are
Technologists with deep portfolio management experience
With 50+ years of combined finance and technology experience, we work hard every day to deliver scalable, personalized investment solutions to investment advisers. We are fluent in risk modeling, portfolio optimization, factor tilts and smart beta, and Environmental, Social, and Governance scoring.