Round Email Format
Financial ServicesCalifornia, United States2-10 Employees
Its target market appears to be individual investors seeking professional portfolio management and a more hands-on, active approach to investing. Round operates within the fintech and investment management space, offering a model that blends traditional active management with digital access. While keeping the focus on prudent risk management and goal-oriented performance, the company presents its service as a scalable way for non-institutional clients to access active portfolio oversight from a mobile platform.