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Investor Types & Funds - Financial Technology

sky of investor types

Analysts

Financial Analyst

 

  • Analytics Solutions
  • Understand Trends
  • Sector and geographic performance
  • Applied Data Sciences
Who
  • Angel Investors
  • Venture Capital
  • Hedge Funds
  • Corporate Venture Capital
  • Investment Banking
  • Private Equity
  • Buy Side / Sell Side
  • Quantitative Analys (Quants)

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Retail Investors

Retail Investing Crowd

  • Understand Markets
  • Prepare for Title III
  • Intrastate Crowdfunding
Who
  • Accredited Investors
  • Non Accredited Investors
  • Angel Investors

 

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Financial Advisors

Financial Advisor

 

  • Portfolio Selection
  • Alternative Financial Investments
  • Gain insights ahead of competitors
  • Innovative Assets
  • Build new Client Demand
Who 
  • Registerd Investment Advisors (RIA)
  • Certified Financial Planner (CFP)
  • Chartered Financial Analyst (CFA)
  • Chartered Financial Consultant (ChFC)
  • Certified Employee Benefit Specialist (CEBS)
  • Certified Fund Specialist (CFS) 

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Corporate Investors

Corporate Office Brand

 

 

  • Understand the state of innovation
  • Find new products and technology
  • Establish new partnerships
  • Identify Merger or Acquisition targets
  • Assess product market fit
  • Emergent Investments
Who 
  • Corporate Venture Capital (CVC)
  • Brand Strategists
  • Marketers

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