What departments does Motif Investing have?

Motif Investing has employees across 2 departments including Research, Customer Success.

What is the largest department at Motif Investing?

The largest department at Motif Investing is Research with 1 employees.

Where are Motif Investing employees located globally?

Motif Investing has employees across 2 continents and 3 countries including France, United Kingdom Of Great Britain And Northern Ireland, United States Of America.

How has Motif Investing's team size changed over time?

Motif Investing's team has decreased from approximately 34 to 12 employees based on available data.

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Motif Investing Employee Directory

Financial ServicesCalifornia, United States2-10 Employees

Motif Investing operates as an online broker in the financial services industry, focusing on thematic investing for both individual and institutional clients. It is registered as a broker-dealer and a member of SIPC/FINRA, reflecting its regulated status. The company is based in San Mateo, California, and is a small team.

Its investor base includes major financial institutions such as Goldman Sachs and JPMorgan Chase, and its board features notable figures including former SEC Chairman Arthur Levitt and former Boston Consulting Group Chairman Carl Stern. In May 2020, Charles Schwab acquired Motif's technology to accelerate development of thematic and direct indexing capabilities.

Motif Investing Global Highlights

North America
21

United States Of America
21

Europe
2

France
1
United Kingdom Of Great Britain And Northern Ireland
1

Motif Investing's Leadership

J. B.
Principal
Mobile Phone
Email
J. M.
Investor Research
Mobile Phone
Email
B. W.
Investor
Mobile Phone
Email
J. D.
Facilities Assistant
Mobile Phone
Email
S. M.
Advisor
Mobile Phone
Email
T. P.
Customer Service
Mobile Phone
Email

Motif Investing Employee Metrics

100%

50%

2026

2025

Engineering
Operations
Finance
Sales
Administrative
Other
Consultant
Customer Success
Research
Banking
Community & Social Services
Information Technology
Quality Assurance
Accounting

Contact profiles from Motif Investing

Name

Title

Contact Info

Location

Last Update

J. B.
Principal
Mobile Phone
Email
Oct 16, 2024
J. M.
Investor Research
Mobile Phone
Email
United StatesFlorida
Jun 01, 2026
B. W.
Investor
Mobile Phone
Email
Apr 23, 2025
J. D.
Facilities Assistant
Mobile Phone
Email
Oct 22, 2024
S. M.
Advisor
Mobile Phone
Email
Oct 17, 2024
T. P.
Customer Service
Mobile Phone
Email
Oct 18, 2024

Frequently Asked Questions

What is Motif Investing known for?

Motif Investing was founded in 2010 operates in the Financial Services industry. The company's main headquarters is located in San Mateo, California 94402 United States; you can contact the main corporate office by phone at

+1-319-337-****

. Explore Motif Investing's company overview page for more information.

What is Motif Investing's most common email format?

Motif Investing employees' email format typically follows the pattern of . Trying to find reliable and up-to-date employee contact data? Find more Motif Investing email formats with LeadIQ.

How many employees does Motif Investing have currently?

Motif Investing has approximately 8 employees as of June 2026. These team members are located across 2 continents, including North AmericaEurope.

Who are Motif Investing's key employees and leadership?

As of June 2026, Motif Investing's key employees include:

Principal: J. B.
Investor Research: J. M.
Investor: B. W.
Facilities Assistant: J. D.
Advisor: S. M.

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Motif Investing Employee Directory

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