InvestorKeep Profile

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Profile Information

Our financial platform strengthens your customer relationships, provides valuable competitive intelligence, and protects against predatory fintech and robo banks

InvestorKeep (IK) monitors and analyzes customer financial accounts, alerting them to areas of concern that may lower investment returns and cost them money.

It doesn’t stop there though, IK provides the customer an easy, automated way to share any concerns with their financial professional to ensure that any challenge is solved and/or the opportunity is maximized.

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ExperienceExperienced founder with a demonstrated history of working in the financial services industry. Skilled in Business Planning, Asset Management, Team Building, Management, and Leadership. Strong business development professional with an MBA and an MA in Organizational Leadership.