""The barrier to entry in wealth management feels impossibly high for new investors. Women, in particular, represented a massive white space in the wealth management industry.""
""The traditional wealth management model was never designed with women like us in mind. It was built around a very specific client profile, and anyone outside of that profile was essentially an afterthought.""
""We founded the company [in 2020] after experiencing firsthand how difficult it was to find investing tools that actually spoke to young people who were just getting started.""
Alinea Invest was co-founded by Eve Halimi and Anam Lakhani, who recognized the complexities and barriers in wealth management after their experiences on Wall Street. They noted that traditional wealth management often excludes women and new investors, creating a high barrier to entry. In 2020, they launched the Alinea Invest app to provide a more approachable and relevant investing experience for young people, aiming to eliminate the feeling of being an outsider in the investment conversation.
Read at Tearsheet
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