Just Invest Overview

  • Founded
  • 2016
  • Status
  • Private
  • Employees
  • 13
  • Latest Deal Type
  • Buyout/​LBO
  • (Announced)

Just Invest General Information


Provider of a financial data analysis platform intended to provide portfolio customizations for advisers and investors. The company's platform manages multi-asset class portfolios and provides both asset allocation and asset class-specific investment services for taxable and tax-deferred accounts through large-scale data analysis, quantitative algorithms and risk modeling, delivering scalable portfolio and tax management as well as greater client engagement.

Contact Information

Ownership Status
Privately Held (backing)
Financing Status
Primary Industry
Asset Management
Other Industries
Financial Software
Primary Office
  • 344 Thomas Berkley Way
  • Oakland, CA 94612
  • United States
+1 (510) 000-0000

Just Invest Timeline

Financing RoundCaptured Employee CountEstimated Employee Growth
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Just Invest Valuation & Funding

Deal Type Date Amount Raised to Date Post-Val Status Stage
4. Buyout/LBO 13-Jul-2021 00.000 Announced Generating Revenue
3. Angel (individual) 26-Jun-2020 00000 00.000 Completed Generating Revenue
2. Angel (individual) 22-Oct-2019 $2.15M $2.15M Completed Startup
1. Angel (individual) 05-Dec-2017 $75K Completed Startup
To view Just Invest’s complete valuation and funding history, request access »

Just Invest Executive Team (5)

Name Title Board Seat Contact Info
Jonathan Hudacko Chief Executive Officer & Co-Founder
Kiran Lagisetty Chief Technology Officer
Vijay Rao Co-Founder, Chief Investment Officer & Managing Advisor
Rosanna Leroe-Muñoz Chief Revenue Officer
Alan Cummings Chief Research Officer
To view Just Invest’s complete executive team members history, request access »

Just Invest Board Members (1)

Name Representing Role Since
Steven Lockshin Self Board Member 000 0000
To view Just Invest’s complete board members history, request access »

Just Invest Signals

Growth Rate

0.80% Weekly
Weekly Growth 0.80%, 93rd %ile
-35.5%. 530%

Size Multiple

219x Median
Size Multiple 219x, 100th %ile
0.00x 0.95x. 413Kx

Key Data Points

Twitter Followers


Similarweb Unique Visitors


Majestic Referring Domains


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