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Min Investment
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$2,500
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Offering Date
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July 17, 2025
Company Description
OpenDeal Broker LLC charges you a two percent (2.5%) administrative fee on the gross principal transaction with a minimum fee of $5 and a maximum of $250. The fee is added to the total amount of your investment at checkout.
Key Deal Facts
Market Problem: 90% of large cap funds underperform the S&P 500
Target Market: $67 Trillion in North American wealth management assets
Distribution: Integrated w/Fidelity, Schwab, $139B AUM enterprise advisor
Revenue Streams: SaaS, securities trading/lending, automated management
Model: Based on successful track record of four quant traders
Scoring Engine: Optimizes portfolio on 150+ data points from 9,000 assets
Performance Target: 100-800 basis points above a selected benchmark.
Management Team / Advisory Board Bios
Christopher Ainsworth
Chief Executive Officer
Co-Head of the Americas for Deutsche Bank Private Wealth. Managed $16B at US Trust. COO, CFO, and CCO for several hedge funds
Shannon Soqui
Chief Financial Officer
Deep experience as an investment banker, securities lawyer and CPA with major firms including UBS and KPMG.
Peter Corey
Chief Market Strategist
Founder and CIO of the 6th best-performing hedge fund in the world. Consulted for billion dollar hedge funds.
Steve Evans
Chief Investment Officer
Portfolio Manager for US Trust and Merrill Lynch. Generated 99% percentile returns for more than a decade using proprietary quantitative models