Asset Manager

Updated:

Voleo

Exploring for high-grade base & precious metals in proximity to established mining camps in SE Arizona. | Intrepid Metals Corp. is a Canadian company...

Voleo logo

Voleo

Exploring for high-grade base & precious metals in proximity to established mining camps in SE Arizona. | Intrepid Metals Corp. is a Canadian company focused on exploring for high-grade copper, silver, and zinc projects in proximity to established mining camps in south-eastern Arizona, USA. The Company has acquired several drill ready projects, including the Corral Copper Project (a district scale advanced exploration and development opportunity), and the Tombstone South Project (within the historical Tombstone mining district with geological similarities to the Taylor Deposit, which was purchased for $1.3B in 2018) both of which are located in Cochise County, Arizona and the Mesa Well Project located in the Laramide Copper Porphyry Belt in Arizona.

General information

Firm type

Asset Manager

Year founded

2015

Location

Region

North America

Country

Canada

City

Vancouver

Corporate office

Vancouver, BC, Canada

Principals

Thomas Beattie

CEO

Sector focus

FinTech

Frequently asked questions

How does Voleo’s investment-club model differ from a traditional fund or robo-advisor?

Voleo does not manage a pooled fund or construct portfolios for clients. Instead, it provides the governance and execution infrastructure for small groups — typically 3 to 100 people — to form investment clubs, contribute capital individually, and vote on each trade. The platform only executes trades that receive majority approval. This differs from robo-advisors in that Voleo does not make allocation decisions, and from traditional funds in that each participant retains individual ownership of assets in a segregated brokerage account.

Who leads the firm and oversees product direction?

Thomas Beattie is the CEO and founder of Voleo. He has guided the company from its launch as a consumer-focused investment-club app through its 2022 pivot toward white-label solutions for financial institutions. Public detail on the broader leadership team remains limited.

What became of Voleo’s consumer-facing app?

Voleo announced in June 2022 that it would wind down its consumer-facing investment-club app. The firm cited a strategic shift toward its white-label partnership program, which allows banks, credit unions, and other organizations to embed Voleo’s collaborative investing technology inside their own platforms rather than directing users to a standalone Voleo app.

Does Voleo operate as a single family office or a hedge fund?

No. Voleo is an SEC-registered technology platform built for group equity investing. It does not operate a family office, a pooled hedge fund, or a private equity vehicle. Its regulatory and operational posture is closer to a fintech infrastructure company than an asset manager, even though it facilitates the execution of securities trades.

Is Voleo still actively onboarding new retail investment clubs?

As of its June 2022 announcement, Voleo ceased consumer-focused operations and no longer onboards new retail investment clubs directly. The company’s stated priority is its white-label enterprise program, though no named institutional partners or public deployment figures have been disclosed since the pivot.

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