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Angel Portfolio Management Software


If you are like me you started tracking your investments using a spreadsheet. I have a meager portfolio of a few non accredited investments and a those from after getting accredited. I make updates…

Where Did My Money Go? Navigating Equity Crowdfunding Losses & Disappearing Act Startups


Sadly, our inbox has been receiving a steady stream of messages from non accredited investors playing an unintended game of startup hide-and-seek. The goal? Trying to figure out where on earth their…

Top Crypto Funds For Access to Initial Coin Offerings


 Wondering who the top cryptocurrency fund managers are by returns and assets under management (AUM)? I hope to build a portfolio of startup companies building the next wave of technology…

Invest with Confidence: A Comparison of Stock Picking Services


Looking for help determining which stocks to buy? In a flat or down market options may feel limited. Fortunately, several innovative services can help with portfolio rebalancing and…

Top Real Estate Investing Portals


This is the second part of a 2 part series covering ways to capitalize on real estate crowdfunding. Go to Part 1, in case you missed it, where I provide context on the real estate industry and…

Non-Accredited Investors Capitalize on Access to Private Equity


Want to invest in a startup but having trouble getting access? At Fund Wisdom, we believe innovative wealth-building investments should be accessed by all. Returns for alternative assets like equity…

Avoid investing in the next Theranos with these tools


Wish you could have invested in Facebook/Meta when Mark was skipping classes at Harvard? Now you can. Changes in regulations have opened up access in the US, UK and several other countries. But, how…

The Impact of Covid-19 on Startup Investing in Funding Portals


The Covid-19 (Coronavirus) created a wave that shocked the world, wreaking havoc on so many, but for a lucky few can result in opportunity. Jobs were lost, businesses continue to shut down and a…

Find Financial Advisors Focusing on Startups


Finding advisors focused on startups can seem like a challenge to many investors including myself. Where do you even begin looking? How do I know the advisor is the real deal? What startups or…

Reg CF Fund Analysis via CrowdWise Guest Post


I worked closely with CrowdWise founder, Brian Belley, to co-author a piece on startup funds available to non-accredited investors. We have been keeping a list of funds and intelligence on each,…

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