/Companies

Ivy Invest

New York, US · 4 employees on LinkedIn · 1 known investors

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Ivy Invest provides individual investors access to alternative investments and endowment-style portfolio strategies traditionally available only to large institutions. The platform combines rigorous research and modern portfolio design to democratize institutional-grade investing for retail participants.

Founders & leadership

MPMatt Pauker
Matt PaukerCEOGeneral Partner at Cleo Capital
WLWendy Li
Wendy LiChief Investment OfficerShe previously held investment management roles at the Mother Cabrini Health Foundation, where she established and directed the investment office overseeing a $4 billion portfolio, and at UJA-Federation of New York, where she managed a $1 billion endowment and $400 million pension plan. She holds a Bachelor of Arts from Columbia University and is a Chartered Financial Analyst.
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ArashCTO

Investors · 1

In the news

Frequently asked questions

What does Ivy Invest do?
Ivy Invest provides individual investors access to alternative investments and endowment-style portfolio strategies traditionally available only to large institutions. The platform combines rigorous research and modern portfolio design to democratize institutional-grade investing for retail participants.
Who founded Ivy Invest?
Ivy Invest was founded by Matt Pauker.
Who are Ivy Invest's investors?
Ivy Invest's investors include Urban Innovation.
Where is Ivy Invest headquartered?
Ivy Invest is headquartered in New York, US.