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Ivy Invest
New York, US · 4 employees on LinkedIn · 2 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
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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 · 2
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 StartX, Urban Innovation.
- Where is Ivy Invest headquartered?
- Ivy Invest is headquartered in New York, US.