“On our tenth anniversary, I’ve never been more proud of our company,” said Raj Udeshi, Founder and chief evangelist. He went on to explain that the company’s success is partly attributed to its focus on solving wealth management pain points. “This dynamic led to breakthroughs with portfolio stress testing and wealth management business intelligence,” Udeshi said, adding, “We call our culture free solo fintech.”
HiddenLevers originally launched in 2010, offering stress testing technology for investment portfolios. Udeshi debuted the technology at FinovateFall 2010 in New York. The company now offers three solutions, investment proposal generation for advisors, business intelligence and risk monitoring for advisory firms, and an asset manager platform for roboadvisory wholesalers.
Last month, Axxcess Wealth Management announced it selected Hidden Levers to power its portfolio management solution for financial advisors. And earlier this year the company teamed up with First Rate to help advisors better manage portfolio risk. HiddenLevers is headquartered in Atlanta, Georgia and is self-funded.