StartEngine is a financial services platform that operates as both a broker-dealer and funding portal, serving approximately 3,000 private fund clients. The company is launching a new robo-advisory offering that will convert its existing client base onto a discretionary, algorithmically-managed platform built around a 50/30/20 portfolio philosophy. StartEngine provides investment management solutions and is establishing itself as a registered investment advisor (RIA) to complement its existing broker-dealer and funding-portal businesses.
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