Investment POD

Investment POD, LLC was a financial technology company established in 2014 by the husband-and-wife team, Jacqueline Ko Matthews and Peter Matthews. The founders brought a complementary blend of experience to the venture; Jacqueline previously worked at Goldman Sachs, where she was involved in opening its Taiwan and China offices before moving to the ultra-high net worth family business, while Peter was an algorithmic trading strategist who founded Mint, the first Commodity Trading Advisor to surpass the $1 billion mark. Headquartered in the Washington, D.C. area, the company aimed to address a core challenge in wealth management: providing sophisticated, multi-strategy portfolios to a broader audience beyond the ultra-wealthy.

The firm developed an automated investment platform designed primarily for wealth advisors and family offices, though it could also be used by individuals. Rather than competing with financial advisors as a direct-to-consumer robo-advisor, Investment POD's business model focused on empowering them. The platform provided tools to automate and digitize the labor-intensive processes of research, due diligence, and strategy diversification, thereby reducing the costs associated with offering complex investment solutions. This B2B approach allowed traditional wealth managers to efficiently serve clients with smaller portfolios while still providing high-level service. The company's platform was available as a white-label solution for integration into existing advisory businesses.

The core of Investment POD's service was its multi-strategy approach, which combined three main pillars of investment strategy: passive buy-and-hold, opportunistic asset allocation, and defensive risk management. By automating the combination of these strategies, the platform enabled advisors to create more resilient portfolios for their clients, designed to weather various market cycles. Key features included a digital investment interface, automated trading and rebalancing, and access to proprietary investment algorithms. Throughout its operation, the company secured approximately $425k in funding from investors including SixThirty, Prosper Women Entrepreneurs, and ScratchWorks. According to industry data, the company is now inactive, having been acquired by SMARTVEST SECURITIES.

Keywords: wealth management platform, automated investing, financial advisors tool, Jacqueline Ko Matthews, Peter Matthews, multi-strategy portfolios, B2B fintech, asset allocation, risk management, digital investment, family offices, investment algorithms, portfolio diversification, robo-advisor technology, white-label financial platform, SixThirty, Prosper Women Entrepreneurs, SMARTVEST SECURITIES, deadpooled, wealthtech