Fundify Advisors LLC
SEC RegisteredAutomated startup investing
About the firm
Fundify is a Registered Investment Advisor (RIA) regulated by the SEC and registered with FINRA that offers automated, diversified startup investing through a mobile app. It allows both accredited and non-accredited investors to build professionally managed portfolios of pre-IPO companies with no minimums.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Automated, diversified startup investing through a mobile app; monthly investments into pre-vetted, pre-IPO startups sourced and vetted by ProAdvisors™; fully managed startup portfolio construction with no minimums and no accreditation requirement.
Who they serve
Both accredited and non-accredited investors in all 50 states, including those previously excluded from startup investing due to high minimums or accreditation requirements.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 9,265 | $862k |
| High Net Worth Individuals | 129 | $26k |
| Investment Companies | 0 | — |
| Pooled Investment Vehicles | 0 | $0 |
| Pension/Profit Sharing Plans | 0 | $0 |
| Charitable Organizations | 0 | $0 |
| State/Municipal Entities | 0 | — |
| Insurance Companies | 0 | — |
| Sovereign Wealth Funds | 0 | — |
| Corporations | 0 | $0 |
Leadership
Office locations
Regulatory & compliance
Data as of March 31, 2026 · Source: SEC IAPD & FINRA BrokerCheck
Contact Information
This profile was compiled and published by AdvisorFinder as editorial content using publicly available information from the SEC's IAPD database and FINRA BrokerCheck. Fundify Advisors LLC has not reviewed, approved, or endorsed this profile and is not responsible for its accuracy. Regulatory records change over time — always verify the current record directly on the SEC or FINRA websites before making any decision.
BrokerCheck data is used subject to the FINRA BrokerCheck Terms of Use. Found something inaccurate? Report inaccurate data and we will correct any error we introduced. Errors in the underlying BrokerCheck record itself are referred to FINRA, which maintains that record.
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