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Adaptive Investment Solutions

Adaptive Investment Solutions

Financial ServicesFlag of USBoston, Massachusetts, United States11-20 Employees

Company overview

Headquarters6 Liberty Sq, Boston, Massachusetts 02109, US
Website
NAICS52
Keywords
Fintech, Wealthtech, Advisortech
Founded2020
Employees11-20
Socials

Key Contacts at Adaptive Investment Solutions

Flag of IN

Navnit Belur

Senior Director

Flag of US

Nathaniel Wice

Co-Founder & President

Flag of IN

Mihir Sampat

Director Of Software Engineering

Flag of IN

Hiral Soni

Director Of Software Engineering

Adaptive Investment Solutions Email Formats

Adaptive Investment Solutions uses 2 email formats. The most common is {first name} (e.g., john@adaptive-investments.com), used 93.3% of the time.

FormatExamplePercentage
{first name}
john@adaptive-investments.com
93.3%
{first name}{last name}
johndoe@adaptive-investments.com
6.7%

About Adaptive Investment Solutions

Adaptive’s one-of-a-kind mission is to smooth out the ride—and level the playing field—so investors of all sizes can realize financial wellness by staying invested for long-term growth. Our powerful fintech platform brings personalized portfolio solutions into the modern world—including one-click downside protection, income generation, and tax-smart risk rebalancing—that otherwise stubbornly remain the bespoke province of ultra high-net-worth advisory clients. Sign-up for a demo to see Adaptive’s easy-changes-everything services for dialing-down the risk in an existing investment portfolio, as well as producing additional income and protecting against market crashes. We’re looking to connect with investors and financial advisors who share our vision of high tech that radically simplifies high finance. hello@adaptive-investments.com https://www.adaptive-investments.com

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Adaptive Investment Solutions revenue & valuation

Annual revenue$1,625,545
Revenue per employee$86,000
Estimated valuation?$5,300,000
Total fundingNo funding

Employees by Management Level

Total employees: 11-20

Seniority

Employees

Entry
Director
Founder/Owner

Employees by Department

Adaptive Investment Solutions has 10 employees across 4 departments.

Departments

Number of employees

Funding Data

Explore Adaptive Investment Solutions's funding history, including investment rounds, total capital raised, and key backers.

Funding Date
Round
Amount
Link to Article
2021-06-012N/A

Funding Insights

1

Number of funding rounds

Adaptive Investment Solutions Tech Stack

Discover the technologies and tools that power Adaptive Investment Solutions's digital infrastructure, from frameworks to analytics platforms.

Reddit Ads

Reddit Ads

Advertising

Elementor

Elementor

Page builders

jQuery Migrate

jQuery Migrate

JavaScript libraries

Apache HTTP Server

Apache HTTP Server

Web servers

Twitter Emoji

Font scripts

jQuery

jQuery

JavaScript libraries

PHP

PHP

Programming languages

WordPress

WordPress

Blogs

Google Analytics

Google Analytics

Analytics

Linkedin Insight Tag

Linkedin Insight Tag

Analytics

Google Workspace

Google Workspace

Email

Draftpress HFCM

Draftpress HFCM

WordPress plugins

Frequently asked questions

Adaptive Investment Solutions is located in Boston, Massachusetts, US.
Adaptive Investment Solutions was founded in 2020, making it 6 years old. The company has established itself as a significant player in its industry over this time.
Adaptive Investment Solutions has approximately 11-20 employees. The company continues to grow its workforce to support its business operations and expansion.

4.8

40,000 users

top 50
high performer
most used
tier 1 accuracy

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