Investable
SEC RegisteredPersonalized, goal-based investing as a benefit.
About the firm
Investable is an SEC-registered investment advisor that offers personalized, goal-based investing as a workplace benefit, allowing employees to invest directly in professionally managed, diversified portfolios from their paycheck with full liquidity and no withdrawal penalties. Founded with institutional-grade rigor at the University of Chicago Booth School of Business, Investable earned First Place at Booth's 17th Annual Global New Venture Challenge.
Firm Focus
Client segments reported on the firm's SEC Form ADV — applies to all advisors at the firm.
Areas of expertise
Services
Payroll-integrated post-tax brokerage accounts as a workplace benefit, featuring professionally managed and diversified portfolios, goal-based investing, a mobile dashboard for tracking progress, built-in financial literacy education, an optional employer match, and no ERISA fiduciary liability for employers.
Who they serve
Employers seeking to offer a financial wellness benefit, and their employees who want to build wealth through payroll-integrated investing.
| Client segment | Clients | Assets managed |
|---|---|---|
| Individuals (Non-HNW) | 81 | $362k |
Leadership
Office locations
Advisors at this firm
1 advisor in the directory
Regulatory & compliance
Data as of February 12, 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. Investable 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.
Find the right advisor for you
Take the free 3-minute assessment to get matched with advisors who fit your goals.
Get Matched