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AlgoPear

Democratizing invest-tech for financial institutions that serve the next generation
Dallas

About AlgoPear

AlgoPear is a Dallas-based fintech embedded investment platform that enables traditional financial institutions to offer personalized portfolios and a financial literacy chatbot solution to efficiently increase next-generation engagement and deposits without account holders leaving their platform.

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Problem statement

Financial institutions lack the digital innovation to attract the new generation and are faced with increasing fintech competition to retain young account holders.

Traction information

Launched embedded B2FI invest-tech solution. Received 2 LOI from Credit Unions that translate to $2M CARR. Built a $50M pipeline with interest from tier-one banks like Citi Bank and PNC Bank with $2T in AUM.

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Milestones

November 2024

2 LOIs convert to $2M CARR

Two CUs are scheduled to integrate with us which translates to $2M CARR

Updates

Leigh Harris has visited this profile using a private link.
Added about 1 year ago
Garrett Johnson has visited this profile using a private link.
Added over 3 years ago

Funding

Not raising capital right now

$700,000
committed
$5,000,000
round goal
Total raised to date:$1,435,000

Pitch deck

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