In a time when the U.S. wealth management industry is undergoing seismic shifts, FINQ is stepping in to redefine the game. It has made headlines not just for securing a rare SEC Registered Investment Advisor (RIA) license without a physical presence in the U.S., which is a first for any Israeli company, but for what it plans to do with that license: disrupt the very foundation of investing in the United States.
At the core of FINQ’s vision are its founders, Eldad Tamir, a seasoned investment leader, and Nir Zuk, a pioneering force in cybersecurity and the founder of Palo Alto Networks. Together, they bring a blend of financial expertise and deep tech innovation. They fused fintech and cybersecurity DNA to provide a smarter and more secure way to invest.
At the heart of this disruption is a bold ambition to replace outdated investing norms with a new breed of AI-powered ETFs designed for a digital-first generation of investors. These are not passive trackers or legacy active funds that rely on human intuition. FINQ’s approach goes beyond the capabilities of institutional investment strategies constructed using dynamic AI models designed to adapt to market data.
A Regulatory Breakthrough with Strategic Advantages
Securing an SEC RIA license stands as a testament to FINQ’s unwavering commitment and perseverance, a journey that spanned nearly two years to navigate a complex web of legal, privacy, and SEC regulations. Unlike state-registered RIAs, which are confined to specific states, FINQ’s SEC RIA status empowers it to offer investment advisory services across all 50 states. This nationwide authorization not only simplifies compliance and accelerates scalability but also bolsters the company’s credibility in the institutional investment space, showcasing the strategic foresight behind FINQ’s success.
Bringing AI-Powered ETFs to the U.S.
Now equipped with full market access, FINQ is launching a suite of first-of-its-kind AI-driven ETFs. Unlike traditional products that replicate indexes or rely on fund managers’ instincts, FINQ’s ETFs are built on proprietary AI models that continuously monitor market data and update rankings regularly.
These investment vehicles are built to pursue structured strategies informed by AI-driven rankings. They aren’t just making smart investing accessible to all. FINQ is reimagining what smart even means with its tech-first methodology. They fill a crucial gap in today’s market with an adaptive, intelligent investment layout for the digital-savvy generation.
A New Era of AI-Driven Investing
FINQ’s entry into the U.S. market aligns with its broader vision of making professional-grade investment strategies accessible to everyday investors. The AI-powered fund manager will provide a smarter alternative to passive index investing, where traditional ETFs track broad market indices without active management. Unlike these passive vehicle’s FINQ’s AI-driven funds adjust holdings to optimize performance and offer a more responsive and efficient investment solution.
What sets FINQ apart is its focus on generating or challenging the performance of existing indices. This ranking engine enables the AI to make informed portfolio decisions that aim to maintain structured exposure while incorporating multiple risk factors. Instead of reacting to market shifts, FINQ’s AI continuously tracks the market and stays up to date.
Furthermore, FINQ’s distribution strategy is designed to maximize accessibility. The company will integrate into existing financial networks, including brokerage platforms, financial advisors, institutional investment channels, retirement account providers, and wealth management firms. This ensures seamless access to FINQ’s AI-powered ETFs across multiple investment pathways.
Solving for the Next Generation of Wealth
Traditional wealth management was built for a different era: one where wealth accumulated slowly, and access to financial advisory was gated by personal relationships or high fees. But the digital economy has created unprecedented wealth among a younger, more self-directed demographic.
That generation doesn’t want spreadsheets and static models. It wants intuitive, high-performance tools that work as fluidly as their lives move. FINQ delivers exactly that. Its next-gen investment manager analyzes markets, adapts, rebalances, and optimizes portfolios continuously. It aims to reduce human discretion by applying a consistent process, and becomes a wealth solution designed for how people live and invest today.
Smarter Than Passive. More Agile Than Active.
The investment world has long operated on a binary. Users either go passive and track the market, or go active and hope their fund manager gets it right. FINQ rejects this and creates a third way: AI-powered funds that are adaptive, with strategies updated based on AI rankings that reflect ongoing market signals before traditional funds can even draft their quarterly reports.
Unlike robo-advisors that follow fixed rules or simplistic rebalancing strategies, FINQ’s AI leads the investment process. It ranks assets daily to build and update portfolios continuously, strategies that adapt based on changing market conditions.
Looking Ahead: FINQ’s Long-Term U.S. Strategy
Securing an SEC RIA license is just the first step in FINQ’s broader U.S. expansion strategy. The company plans to introduce additional AI-driven investment solutions tailored to U.S. investors. By continuously innovating and leveraging data science, FINQ aims to redefine how Americans invest, making sophisticated, AI-powered ETFs that incorporate systematic adjustments and AI-driven investment strategies the new industry standard.
In an era where big data and AI are transforming industries, FINQ is at the forefront of this shift in the financial sector. Its breakthrough regulatory approval, combined with its cutting-edge investment solutions, positions FINQ as a formidable player in the U.S. market, one set to disrupt traditional investment management for years to come.
