motif

We are the research department for the banks and wealth managers that never had one. One engine reads markets and every portfolio together - explaining millions of them, one client at a time.

Six paying institutions including Interactive Brokers and Altify; $200k recurring revenue. Pipeline: 25 firms in active discussion representing >$350bn in AuM including a Swiss digital bank, a $100bn wealth platform and a global broker.

Big institutions run a research department — strategists, analysts, millions a year. Almost everyone below that has nobody, yet still must tell clients what their portfolio is doing and why. They buy data instead, but data is not an answer. So the biggest client gets a view, the rest get a chart.

Motif delivers personalised portfolio intelligence at scale, white-labelled and API-first. Underneath, motif Clarity maps what causes what — event, to sector, to security, to one client’s holding, with a source and date on every link. That is how we explain why a portfolio moved, not just what.

We charge institutions a monthly licence, priced by size. When our advice product ships, we add 10bps a year on the assets it touches.

Venture Leaders Fintech as well as Ignition Season 4 by Superteam Solana.