Smallcase

Smallcase builds and operates a digital investment platform that offers curated model portfolios of stocks and ETFs (known as smallcases) to retail and advisory customers, enabling diversified, theme-based and goal-based investing with transparency and control. The company provides tools to create, manage and trade basket-based investment products, partners with brokers and asset managers, and expands across asset classes and product formats to reach retail investors seeking automated and research-driven portfolio solutions.