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Passfolio is a San Francisco fintech company democratizing investment opportunities worldwide.
Starting with the United States stock market, we are creating a unified, global and borderless investment market. Passfolio’s first product is a fast and easy platform that offers investments from all over the world to people in more than 170 countries, and we are able to achieve that through our two wholly owned subsidiaries: Passfolio Securities and Passfolio Financial.
Passfolio Securities is a member of FINRA and SIPC, which protects securities customers of its members up to US$500,000 (including US$250,000 for claims for cash). Explanatory brochure available upon request or at www.sipc.org.
Through Passfolio Securities, we offer access to 6,000+ stocks, ETFs and REITs from the US stock market, with no commission fees and no minimums to start.*
Passfolio Financial is a United States money services business that makes it easy for users to fund their accounts using cryptocurrencies.
Passfolio makes it possible for users to fund their accounts using cryptocurrencies by first converting them into dollars through Passfolio Financial, then moving the dollar proceeds to their brokerage accounts at Passfolio Securities, where users are then able to buy securities.*
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Passfolio was founded in 2018 with the mission of democratizing investment opportunities and providing fast, easy, and secure access to the US market. The idea came when the company's founder, David Gobaud, was traveling the world and saw how much demand there is for better investments.
Passfolio was founded in 2018 with the mission of democratizing investment opportunities and providing fast, easy, and secure access to the US market. The idea came when the company's founder, David Gobaud, was traveling the world and saw how much demand there is for better investments.
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“Access to United States investments is still only available to a minority of the world’s population. At Passfolio, we are democratizing access to US investments and making them available to people in more than 170 countries. We are achieving that goal by leveraging international transfer methods and through partnerships with local exchange providers."
Our goal is to be different from traditional financial services companies. We’re fighting an outdated, expensive system.
Not only do we make it our mission to offer commission-free US stock trading for all, we also believe our service should be a result of routine feedback from our users.
That’s why we’ve made our product roadmap publicly available - there you can see what we’re working on, suggest ideas and even vote on your favorite features so we know what to focus on.
Beside our public roadmap, whenever we consider launching a new feature, we first start off by refining our idea of what should be done by researching what would be most interesting to our users.
Two frequent things we do in this sense are user interviews and online surveys.
Our social media channels is also a way we connect with our users. We keep track of our user’s pain points, answer questions, as well as measure the success of our product through our growth and positive feedbacks.
Our social media outlets is also place we can share educational content, news, giveaways, as well as increase our brand awareness.
We strive to deliver the best product we can but sometimes we can face bugs and issues during production.
We keep track of all feedbacks received on the app stores, good or bad, and we use this information to see what needs fixing or keeping.
