Motif Investing:
A Discount Brokerage Firm Promoting Idea-Based Stock Investing

Recently Released!!!
Date Published: March 3, 2016
Summary Power Point Deck: 15 Slides
Reference Power Point Deck: 119 Slides

Motif Investing was founded as FundDNA by Hardeep Walia & Tariq Hilaly in 2010 and is based in San Mateo, CA. The firm has 40 employees and is led by its CEO Hardeep Walia. Motif Investing's web site can be found at

Motif Investing's comprehensive Power Point deck below includes a synopsis of its history, including its key phases:

  • Initial Capital Raising Phase
  • Motif Investing Business Introduction Phase
  • Additional Capital Raising Phase
  • Motif Advisor Services Business Introduction Phase
  • Awards Phase
Its profile includes the key statistics of the firm, including its number of employees, clients, accounts, assets under administration, net flows, daily average revenue trades, revenues, & net profits.

Its profile includes detailed outlines of its core businesses:

  • Motif Investing
  • Motif Advisor Services
And its profile concludes with the highlights of its organizational structure & ownership.
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