Motif Investing

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Motif Investing operates as an online broker that provides thematic investing solutions for individuals and financial advisors. The Company allows investors to trade intelligently weighted basket of stocks built around themes, investing styles, and multi- asset models for less fees. It specializes in the management of thematic investment strategies for financial institutions, such as private wealth management, investment companies, endowments, and family offices.

HQSan Mateo, CA, US

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Employees (est.) (Sept 2020)31(-6%)

Key People/Management at Motif Investing

Hardeep Walia

Hardeep Walia

Founder & Chief Executive Officer
Tuhin Ghosh

Tuhin Ghosh

VP of Investment Products & Analytics
Jeff Loman

Jeff Loman

VP of Product & Growth
Paul Schmidt

Paul Schmidt

Chief Financial Officer & SVP of Strategic Partnerships
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Motif Investing Office Locations

Motif Investing has offices in San Mateo, Mobile and Sacramento
San Mateo, CA, US (HQ)
400 S El Camino Real
Mobile, AL, US
Mobile, AL, USA
Sacramento, CA, US
Sacramento, CA, USA
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Motif Investing Financials and Metrics

Summary Metrics

Founding Date


Motif Investing total Funding

$126.5 m

Motif Investing latest funding size

$40 m

Time since last funding

7 years ago

Motif Investing investors

Motif Investing's latest funding round in January 2015 was reported to be $40 m. In total, Motif Investing has raised $126.5 m
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Motif Investing Online and Social Media Presence

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Motif Investing Blogs

Factor-based investing for everyone

Tilting your portfolio, or weighing your holdings toward a certain strategy, has been around for decades. The post Factor-based investing for everyone appeared first on Motif.

Market-Linked CD Resources

A Market-Linked CD (MLCD) is a type of CD that earns a return based on the performance of its underlying index. The post Market-Linked CD Resources appeared first on Motif.

Are Market-Linked CDs right for you?

This blog post is the last in a three-part educational series that puts Market-Linked Certificates of Deposit under the microscope. The post Are Market-Linked CDs right for you? appeared first on Motif.

Sizing up Market-Linked CDs

In our last post, the ABC’s of Market-Linked CDs, we covered the basics of MLCDs. The post Sizing up Market-Linked CDs appeared first on Motif.

The ABC’s of Market-Linked CDs

This is our definitive field guide for navigating market-linked certificates of deposit (Market-Linked CDs). The post The ABC’s of Market-Linked CDs appeared first on Motif.

Not Your Granddad’s Factory

After decades of shipping manufacturing jobs overseas, developed economies are now in a race to reengineer their factories. The post Not Your Granddad’s Factory appeared first on Motif.
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Motif Investing Frequently Asked Questions

  • When was Motif Investing founded?

    Motif Investing was founded in 2010.

  • Who are Motif Investing key executives?

    Motif Investing's key executives are Hardeep Walia, Tuhin Ghosh and Jeff Loman.

  • How many employees does Motif Investing have?

    Motif Investing has 31 employees.

  • Who are Motif Investing competitors?

    Competitors of Motif Investing include Personal Capital, Siebert Financial Corp. and Cazenove Capital.

  • Where is Motif Investing headquarters?

    Motif Investing headquarters is located at 400 S El Camino Real, San Mateo.

  • Where are Motif Investing offices?

    Motif Investing has offices in San Mateo, Mobile and Sacramento.

  • How many offices does Motif Investing have?

    Motif Investing has 3 offices.