Passiv

company

About

Wealth automation for self-directed investors. Manage all your investments from a single dashboard and leave the tedious things to Passiv.

Details

Last Funding Type
Seed
Last Funding Money Raised
$3M
Industries
Cryptocurrency,Financial Services,FinTech,Impact Investing,Personal Finance,Software,Wealth Management
Founded date
Sep 1, 2017
Number Of Employee
11 - 50
Operating Status
Active

Passiv turns your brokerage account into your own personalized robo-advisor. Construct a balanced portfolio using any tradable securities and keep them balanced according to your target. Passiv will let you know when new cash and dividends are available for allocation or when your portfolio drifts off target. When it's time to make trades, Passiv will batch all your trades so you can place them in seconds.

Stop paying high wealth management fees and automate your investments with Passiv.

Funding Rounds

Number of Funding Rounds
Total Funding Amount
6
$3M $1.05M
Passiv has raised a total of $3M $1.05M in funding over 2 rounds. Their latest funding was raised on Oct 17, 2022 from a Seed round.
Announced Date Round Money Raised Number of Investors Lead Investors Post Valuation
Oct 17, 2022 Seed $3M 5 Mistral Venture Partners
New Brunswick Innovation Foundation
Detail
Apr 1, 2022 Seed 1 Detail
Feb 3, 2022 Pre-seed 1 Y Combinator Detail
Nov 1, 2021 Pre-seed $800K Detail
Dec 17, 2020 Angel $160K Detail

Investors

Number of Lead Investors
Number of Investors
3
6
Passiv is funded by 6 investors. Mistral Venture Partners and New Brunswick Innovation Foundation are the most recent investors.
Investor Name Lead Investor Funding Round
Mistral Venture Partners Yes Seed
New Brunswick Innovation Foundation Yes Seed
East Valley Ventures Seed
Uncorrelated Ventures Seed
Y Combinator Seed
True Capital Management Seed

Employee Profiles

Number of Employee Profiles
2
Passiv has 2 current employee profiles, including Executive Brendan Lee Young
Executive
Executive