# Cred

**Source:** https://www.startuphub.ai/startups/cred
**Profile type:** Startup

> Personalized investment portfolios for millennial retail investors via a SaaS layer for banks.

## About

Cred offers a smart, personalized investment portfolio platform designed to match individual client characteristics. Their solution automates client-specific actions within portfolios and beyond, aiming to improve client outcomes and expand relationships through personalized communication. The platform is intended for both financial advisors seeking to offer personalized services at scale and individual investors looking for a more tailored investment experience.

## Key facts

- **Slug:** cred
- **Website:** https://www.credinvest.co/
- **Founded:** 2017-04-01
- **Employees:** 25
- **Operating status:** Inactive
- **Sectors / tags:** Fintech, Personal, Advisory, Embedded Finance, WealthTech, Personalized Investing, Robo-advisory, Machine Learning, Millennial Investors, Personal Finance, API Platform, Financial Services
- **Social:**
  - LinkedIn: https://www.linkedin.com/company/credinvest/

## Frequently asked

### What does Cred do?

Cred offers a smart, personalized investment portfolio platform designed to match individual client characteristics. Their solution automates client-specific actions within portfolios and beyond, aiming to improve client outcomes and expand relationships through personalized communication. The platform is intended for both financial advisors seeking to offer personalized services at scale and individual investors looking for a more tailored investment experience.

### What is Cred's revenue?

StartupHub estimates Cred's annual revenue at $2.8M (range $2.3M to $5.7M, 65% confidence), based on comparable companies in the sector.

### When was Cred founded?

Cred was founded in 2017.

### What industry does Cred operate in?

Cred operates in Fintech, Personal, Advisory, Embedded Finance, WealthTech, Personalized Investing.

### How many employees does Cred have?

Cred has approximately 25 people on record.

### What is Cred's current status?

Cred's current operating status is: Inactive.

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