Saas Investment
Technology

Affordable technology to solve the triple challenge of operational efficiency, business scalability, & business sustainability

We deliver

Efficiency

75% reduction in cost of access to intelligent data analytics

Scalability

10x increase in portfolio/client coverage with existing cost structure

Sustainability

Improved investment decisions drive client retention and lower business risk

Our mission

To empower investment managers retain competitiveness in a rapidly shifting industry paradigm

Our Vision

Our solution

Portfolio Analyser

Identify and resolve risk conflicts in your portfolios to achieve alignment with your return objectives.

Examine each stock in your portfolio for its contribution to the portfolio's exposure to each risk factor.

Portfolio Constructor

Build portfolios aligned with your investment mandates.

Deliver investment performance by constructing risk balanced portfolios without compromising return.

Data Engine

Transform raw data into intelligent data analytics. Use your proprietary data metrics in conjunction with our data library.

Use our robust data science workflow to lower your cost of access to insightful analytics.

Investing in equities is our passion

Arun Soni

Vision

Oleksii Zagidullin

Technology

Frank Einecke

Global Scaling

Alka Schumacher

Operations

Debra Fleenor

Growth Expertise

Gerd Pircher

Industry Expertise

Florent Stroppa

Product Expertise

Dr Douglas Martin

Scientific Expertise

Arun Soni

Vision

20+ years equity portfolio management expertise with Morgan Stanley, Commerzbank, MSCI, Standard& Poor’s, Axioma.
Passionate believer in democratising equity investing for everyone.

Oleksii Zagidullin

Technology

10+ years domain expertise in implementing Fintech solutions for investment management & trading. Oleksii combines intricate knowledge of quantitative finance coupled with visionary technology implementation skills.

Frank Einecke

Global Scaling

CEO at eyeo GmbH with 25+ years leadership experience in driving global business scalability with Google, McKinsey, VW.
Highly successful real estate investor with growing passion for stocks.

Alka Schumacher

Operations

A natural at visual design with operations experience from prior entrepreneurial ventures.​ An architect by training and self-taught stock market investor.​

Debra Fleenor

Growth Advisor

Founder of Adapex Inc. with 25+ years as an entrepreneur in digital, as founder (2 successful exits), advisor & investor.
Passionate about driving digital innovations that make the world a better place.

Gerd Pircher

Industry Advisor

CEO at HSBC Italy with 27-years leadership experience in global financial services firms. Broad experience in complex cross-border strategy, business development and turn-around contexts, with significant regulatory engagement.

Florent Stroppa

Product Expertise

VP of Product at Nodle Networks, with 20‑year of experience in product management, and growing companies from start-ups to scale‑ups. Experience in M&A with two successful sales of subsidiaries. Passionate about zero-to-one innovation, and blue ocean disruption.

Douglas Martin

Scientific Advisor

Founder of Statistical Sciences Inc. & Finanalytica; University of Washington Professor Emeritus in Applied Mathematics and Statistics.
One of the leading minds in the field of equity factor risk models.

Close Modal Window
Close Modal

Ready to measure the risk factor exposures
of your real or paper portfolio?

Full name
E-mail

By clicking “Start free 14-day trial”, you agree to receive e-mails
from phaseinvest and accept our privacy policy and cookie policy.

Thank you! We have sent you an e-mail
with further instructions.
Oops! Something went wrong while submitting the form.
Full name
E-mail

We are busy preparing the application for individual users and
we will inform as soon as we are ready to launch it for you.

By clicking ”Join the waiting list”, you agree to receive e-mails from
phaseinvest and accept our privacy policy and cookie policy.

Thank you! Your submission
has been received!
Oops! Something went wrong while submitting the form.