Carrie Rossen
Woodland Hills, CA (USA)
Role(s):
InvestmentGifts.com
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Startup
Location:
Woodland Hills
Industry:
Finance
Year Founded:
2007
Number Employees:
INVALID
Description:
What if instead of buying a toy for your nephew, why not set up an online account where others in your family can contribute as well? This is the idea behind (URL removed).
The company/site will have these objectives
- Personalized Account set up.
- Introduction to a reputable financial advisor.
- Affiliation with top investment products.
- Affiliation with partner websites.
- A systemized approach to help people contribute toward others.
In addition to offering investment gift products for our clients, the site will have an extensive educational component for both kids and family.
The core demographic is an est. 90 million Baby boomers. My biggest challenge is I don't have a broker dealer who can take this concept on.