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Enrich Finance
Enrich is a portfolio tracking app for DIY investors. It helps keep every account and goal on track by monitoring allocation drift, idle cash, and tax-loss...
Overview
Enrich is a portfolio tracking app for DIY investors. It helps keep every account and goal on track by monitoring allocation drift, idle cash, and tax-loss harvesting, and turns them into plain-English trade checklists users run themselves. It is read-only, does not take custody or place trades, and charges a flat fee with no AUM. Enrich is an SEC-registered RIA and acts as a fiduciary.
General information
Firm type
RIA
Location
Region
North America
Country
United States
Principals
Sameer Kalwani
Co-Founder & CEO
Mary Lin
Engineering Lead
Gary Button
Co-Founder & CTO
Moisés Olivares
UX Lead
Frequently asked questions
Does Enrich Finance make direct investments or fund commitments?
No portfolio companies, direct deals, or fund commitments have been publicly linked to Enrich Finance. Family offices with this profile often blend direct investments with allocations to external private equity and venture capital funds, but any specific mandate at Enrich Finance remains undisclosed.
What is Enrich Finance's known posture on co-investments alongside external GPs?
There is no public record of Enrich Finance participating in co-investment transactions. Whether the office does so is a function of its internal deal-flow capabilities and the preferences of its principals, neither of which are externally documented.
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