Round

Tech-enabled wealth manager with Wall St’s top fund managers

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Round is a tech-enabled wealth management platform. You get a managed portfolio comprised of Wall Street's top funds. Made for investors that care about growth + protecting their capital. Built by a former portfolio manager that helped manage $10 billion.
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Launch tags:
iOS•Fintech•Investing
Launch Team

What do you think? …

Saul J Cohen
Maker
Hey Hunters 👋 Saul here. I founded Round because I had a real problem finding an investment platform that I wanted to use. Why I created Round I was on a portfolio management team at a large investment firm, and it was a nightmare trying to manage my own investments due to compliance issues and lack of time. I was looking for a platform that I could trust to put the majority of my money with. I wanted growth and capital preservation, not just a portfolio that passively follows the markets. I didn’t have $20 million to go with a private client wealth manager, and all the lower end financial advisors were no better than using a passive Robo-advisor. That’s why we built Round! 

 Think of Round as your own personal portfolio manager, actively increasing and decreasing your exposure to asset classes and investment strategies. Here’s how it works -You sign up on iOS or web (Android coming soon) and go through our onboarding questionnaire -You get a recommended portfolio, made up of expert Wall St fund managers -These fund managers invest in much more than just stocks and generic bonds—you’re getting exposure to alternative assets. -Round’s team constantly monitors the markets and makes top-level changes to your portfolio 
 For example, our portfolios are very risk-off right now, meaning that across all our portfolios, we have reduced risk. We explain these concepts weekly in our Weekly Roundup, which you can check out here. Who Round is for Ultimately, we know that Round isn’t going to be for everyone. If you want to pick your own investments, passively follow the market, or are looking for a quick buck, we’re not the platform for you. If you want peace of mind, knowing that your money is actively being looked after by investment professionals, feel free to give Round a try! 

 Our minimum investment is $500, and we’ve started to roll out Round Private Client for accounts over $100,000. Thanks! -Saul
Saul J Cohen
Maker
Disclosure: Round Investments LLC, dba Round, is an SEC registered investment advisor. Securities offered through Apex Clearing Corporation, Member FINRA, SIPC. The information provided should not be relied upon as investment advice or recommendations, does not constitute a solicitation to buy or sell securities and should not be considered legal, investment or tax advice as it does not take into account the specific objectives, financial situation or particular needs of any specific person. Diversification does not ensure a profit or protect against a loss in a declining market. There is no guarantee that any particular asset allocation or mix of funds will meet your investment objectives or provide you with a given level of income. Forecasts or projections of investment outcomes in investment plans are estimates only, based upon numerous assumptions about future capital markets returns and economic factors. As estimates, they are imprecise and hypothetical in nature, do not reflect actual investment results, and are not guarantees of future results. Investing entails risk including the possible loss of principal and there is no assurance that the investment will provide positive performance over any period of time.
Jack Paxton
Amazing concept and the app has super slick UX/UI.
Ron Rojany
Maker
Matt Cirac
I love the high quality management (access to DoubleLine?? Guggenheim?? AWESOME!) and insights into markets/breakdown of portfolio. Amazing UX/UI design. 10/10!
Ron Rojany
Maker
@matt_cirac thank you!