Finliti is an accessible educational platform for beginner stock market investors, to help them defeat their fear around investing, by making it easy and fun to invest successfully and quickly on their own.

Investor Profile
By discovering their “emotional you”, users can identify, label and defeat their behavioral biases, according to our scientifically valid behavioral survey that quantifies individual investor risk into the ultimate risk/return profile.

Missions
Micro-missions build on previous knowledge and increase confidence, so that familiarity with market concepts are retained in memory. Users will have an ability to level-up after defeating evil bosses and will obtain rewards and recognition for developing financial awareness and for taking action through decisions.

Trade
Finally, investors will be able to make sound trading decisions according to their refined investment or trading strategy, to weather the market volatility ups and downs.

Business Model
We are a (B2C...
Finliti is an accessible educational platform for beginner stock market investors, to help them defeat their fear around investing, by making it easy and fun to invest successfully and quickly on their own.

Investor Profile
By discovering their “emotional you”, users can identify, label and defeat their behavioral biases, according to our scientifically valid behavioral survey that quantifies individual investor risk into the ultimate risk/return profile.

Missions
Micro-missions build on previous knowledge and increase confidence, so that familiarity with market concepts are retained in memory. Users will have an ability to level-up after defeating evil bosses and will obtain rewards and recognition for developing financial awareness and for taking action through decisions.

Trade
Finally, investors will be able to make sound trading decisions according to their refined investment or trading strategy, to weather the market volatility ups and downs.

Business Model
We are a (B2C) with no Assets Under Management (AUM) - a major differentiator. With no AUM, we avoid a lot of risk and liability in a highly regulated sector. Beginner retail investors without $250K in liquid investable assets, are shut-out from receiving customized quality advice. Discount brokerages are limited by regulations on providing any investment advice, which gives us a new angle to compete.

We would be the first behavioral model that provides gamification with missions, to help investors build up their financial knowledge. Under a freemium model, we would charge a monthly subscription fee starting at $19.99 for the average basic user, which would allow them to join our exclusive social support community, give them missions to conquer, a market map with a predictive economic outlook, premium vetted research without the jargon, all on a user-friendly trading dashboard where they would be able to execute trades with their preferred provider.
More information

Advisors

Ernest Chan
Admin
Ernest Chan

Employees

Jen Schell
Admin
Jen Schell CEO I'm passionate about the stock market and I love to imagine the possibilities that can improve life, along with culinary adventures! :)