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We believe
is everything.

To improve the Wealth Management practice through connectivity, transparency and simplicity.


Our unique perspective comes from a thorough knowledge of financial instruments, experience managing systems for wealthy families and wealth organizations, and our ability to manage and visualize big data.

Put them all together, and you’ll be able to uncover insights you could never find on your own. And we’re able to do it with full transparency, with a minimal amount of input from you. Instead of wrestling with mountains of data, you’re finally able to focus on using this information to make better investment decisions.

Image by Chris Li


Values grounded
in Wall Street

Fund@mental is a platform built by Wealth Managers for Wealth Managers. It is the result of several decades of accumulated experience by its founders and managing partners. We are a seasoned, dedicated and focused team that aims to improve the investment decision-making process within the Wealth Management practice.

We understand the intricacies of overseeing complex investment portfolios, and bring that understanding to all of our services. 

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Advisory Board

Explore More About Fund@mental

Our Advisory Board is composed of seasoned professionals within the Wealth Management industry, with an extensive network of contacts and relationships providing invaluable feedback to the management team and connecting with the most relevant market players to introduce them to Fund@mental.

Work Presentation


Fund@mental’s leadership team, comprised of experienced executives from across multiple industries and disciplines, is dedicated to delivering exceptional service to our clients. This group is supported by team members on core functional and client service teams in offices around the world. 

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Before the interview

Career Opportunities

A chance to build something truly meaningful. There’s a difference between being a part of an industry and taking an active role in reimagining it. Our team is fundamentally changing one of the world’s fastest growing industries—financial services. 

Motivational Speaker

Use a tool that’s built for business

Fund@mental has been designed to streamline your workflow and give you everything you need, all in one place.

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Fund@mental Insights

A vision enabled
by technology

If you are looking for an independent, short, concise and to-the-point market analysis commentary that allows you to keep yourself abreast of what’s going on in global markets, you need to read our daily Insights. We scan thousands of charts, reports, analysis and news to distill and synthesize them for you. 

We merge our knowledge of financial reporting and markets with innovative data processing technology to provide the clearest and most comprehensive portfolio pictures available. We leverage technology to improve the quality and efficiency of our offerings to make sure your customer experience is always premier.

What’s Next

Practical investment learning

Fund@mental was created in June 2019 and for 2 years we were focused in an excruciating trial and error process to bring the platform to life, including what was needed to improve the Wealth Management practice in its simplest form. This is our history, and you will find here what we’re working on and what’s coming. 

Work Space

Great investments start with 
great insight.

Join the thousands of investors who’ve discovered Fund@mental.

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