Aimvest Technologies

Aimvest Technologies is a startup technology company that is focused on changing the way advisors invest client assets and manage the risk of their clients not achieving their financial goals. Their proprietary system allows advisors and clients to set realistic target financial goals (save for college, create stable income in retirement, etc…) and then their software manages the investment portfolio to provide a floor (downside protection) on the investment while maximizing the possible upside for the client.

The founders, Hugo Castalan and Alex Mathé-Cathala both have a Masters in Finance from MIT and a background in quantitative investments and machine learning.

More important is that they are not just brilliant academics from MIT – they also have a vision and a deep desire to change the way advisors and clients manage their wealth.

Lifeworks is a registered investment advisor.