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FinovateFall
September 9-11, 2024
The Marriott Marquis Times SquareNew York

StockLift

Profile

StockLift is aiming to close the advice gap with free proprietary investment tools & analysis, bringing together retail investors and financial advisors.

StockLift’s mission is to close the advice gap by connecting investors and financial advisors. We give investors access to the most advanced free portfolio tracking & analysis tools on the market, including the first-ever Diversification Score. StockLift recently launched on the App Store and already has ~$10M in connected assets. We are excited for the future of StockLift as we build out further tools to help retail investors & financial advisors work together seamlessly and build trust.