About the Team
Guardfolio was founded by two entrepreneurs with deep expertise in portfolio management and software engineering, united by a mission to bring institutional-grade risk monitoring to every investor.
With decades of combined experience across equities, crypto, alternatives, and financial technology, our team has built an AI-powered platform that monitors portfolios 24/7, calculates health scores, and delivers critical risk alerts instantly.
Meet the Founders
Elad
20+ years managing portfolios across equities, crypto, and alternatives. Former institutional portfolio manager who saw firsthand the power of AI-driven risk monitoring. Passionate about leveling the playing field for individual investors.
LinkedInExpertise & Experience
Our team brings together diverse expertise across finance, technology, and AI:
- Portfolio risk analysis and management (20+ years institutional experience)
- AI and machine learning for financial markets
- Multi-asset portfolio monitoring (stocks, crypto, ETFs, retirement accounts)
- Concentration risk detection and mitigation
- Volatility analysis and market stress testing
- Financial technology and secure broker integrations
- Investment research and market analysis
- Regulatory compliance and financial security
- Software engineering and scalable platform development
Verified Social Profiles
Connect with us on verified social platforms to stay updated on portfolio risk management insights and product updates:
Our Mission
We believe every investor deserves access to the same sophisticated risk management tools used by institutional investors. Guardfolio was built to democratize portfolio protection, helping investors identify and mitigate risks before they cause significant losses.
Our team combines deep financial expertise with cutting-edge technology to create a platform that monitors your portfolio 24/7, calculates health scores, and delivers critical risk alerts instantly. Whether you're managing stocks, crypto, ETFs, or retirement accounts, we provide the oversight you need to protect your investments.
Great technology should serve everyone, not just institutions with deep pockets. That's why we've built Guardfolio with individual investors in mind, providing the same level of sophisticated risk monitoring that professionals rely on.
What We Built
Guardfolio is an AI-powered portfolio monitoring platform that provides:
- Real-time portfolio monitoring across all your accounts
- AI-powered risk alerts for concentration, volatility, and diversification issues
- Portfolio health scoring to track overall risk levels
- Multi-asset support for stocks, crypto, ETFs, and retirement accounts
- Secure broker integrations for automatic portfolio tracking
- Actionable insights and recommendations to mitigate risks