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Frec

San Francisco, CA

Frec offers a suite of automated self-service products to simplify sophisticated investment products traditionally only available via wealth managers, including direct indexing, portfolio lines of credit, and high-yield treasury. Optimizing for both returns and tax savings, Frec Direct Indexing is one of the first direct-to-consumer solutions that enables customers to track S&P indices – delivering the benefits of index investing, with added tax savings and customization.

frec.com

Company Details

Founded

2021

Employees

Between 20 - 50 employees

Raised

$26,400,000

Headquarters Location

San Francisco, CA

Public

No

Acquired

No

CEO

Mo Al AdhamMo Al Adham

Founders

Grace Noh
Grace Noh
Mo Al Adham
Mo Al Adham

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