Robo-Advisor Emotomy Partners with Mercury Capital for Launch of AlphaOptimizer Platform
SAN FRANCISCO, Feb. 26, 2016 /PRNewswire/ -- Today, B2B robo-advisor Emotomy and Mercury Capital Advisors, the globally recognized alternatives placement agent, announced that the Emotomy engine will power AlphaOptimizer as part of Mercury Capital's suite of analytical tools offered on the iFunds Private Wealth Advisor platform.
Emotomy, a top online investment analytics, trade execution, risk management, and reporting platform for RIAs, brokerage houses and banks, is already providing customized portfolio management for more than 4,000 client accounts in the U.S. and Europe. The company has experienced more than 100% growth in the last 12 months.
AlphaOptimizer allows Mercury's clients -- registered investment advisors, endowments, family offices, foundations and other sophisticated investment entities -- to monitor, manage, and analyze investment choices in the context of their portfolios, using Emotomy's visually intuitive and tool-rich investment management engine.
Michael Ricciardi, Managing Partner of Mercury, said that making the AlphaOptimizer available to clients will allow them to see the empirical impact of adding specific alternative investment strategies to their investment portfolio in quantitative, user-friendly detail. Mercury is a seasoned team of finance professionals entrusted with representing hedge funds, private equity, real estate, venture capital, credit, distressed and infrastructure funds, and it has been engaged on more than 100 mandates representing in excess of $150 billion in capital commitments. Mercury launched AlphaOptimizer to facilitate quantifiable, comparative analyses of iFunds investment choices.
In contrast to many direct-to-consumer robo-advisors, Emotomy was created specifically for financial professionals who provide deep expertise and a "safe set of hands" overseeing client portfolios. According to Emotomy co-founder and CEO Patrick Beaudan, "Emotomy allows clients to analyze alternative investments that have traditionally been a 'black box' and will enhance transparency for investors. Emotomy offers tools previously only available to sophisticated financial institutions."
About Mercury Capital Advisors:
With offices in New York, Boston, Washington D.C., San Francisco, London, Tokyo, Singapore, and Dubai, Mercury is among the world's elite private capital fund raising enterprises. Mercury was awarded Best Global Placement Agent in 2014 and also won Best Placement Agent in Asia. In 2015, Mercury was named Best Placement Agent in North America. Roy Zuckerberg, Chairman of Mercury's Executive Committee, is also a Senior Director of The Goldman Sachs Group, Inc., and was previously a member of Goldman Sachs' Executive Committee and founder of Goldman's Private Client Group.
About Emotomy:
Emotomy is an institutional-quality, state-of-the-art robo platform offering financial professionals an intuitive and highly customizable solution to help serve clients seamlessly and efficiently. It was founded by financial industry veterans Dr. Patrick Beaudan, formerly of Lehman Brothers and McKinsey & Co., and Mari Kawawa, who previously worked at Invesco, Banc of America Securities, and PaineWebber Securities.
Contact:
David B. Wamsley
Rosebud Communications
www.rosebudpr.io
[email protected]
415.259.9104
SOURCE Emotomy
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