Strategy Marketplace is a user-friendly financial platform that combines the best brokerage house technology with world-class Strategists to help consumers build unique investment portfolios. As a hub for consumers to work directly with financial professionals, the platform manages users’ money through guided investment practices based on a financial plan specific to each user’s goals.
Founded by Joseph Gissy, Strategy Marketplace combines robust technology with strategies that have been generally reserved for the elite. With this unique platform, the average investor can select one or incorporate multiple strategies based on their financial goals. Each Strategist goes through a vetting process to ensure their strategies are of the highest quality and standards for the investor community.
The platform also helps financial advisors leverage a WealthTech platform for their clients while utilizing tactical strategies and blend specific models only found on Strategy Marketplace.
WealthTech100 selected Strategy Marketplace in 2021 for its annual list of 100 of the world’s most innovative WealthTech companies chosen by industry experts and analysts. The list announces tech companies transforming the global investment and banking industries.
