Peakfolio

Waltham, Massachusetts United States

PeakFolio, LLC is a financial technology company that helps investors answer the key questions: How much is my investment portfolio costing me? What is the quality of investment advice that I am receiving? We believe that given accurate information, true transparency, and the right questions to ask their Investment Advisors, investors will make better decisions about their investment options. Our Mission is to level the playing field between investors and investment advisors. We advocate for investors by providing a second opinion on the quality of investment portfolios with a primary focus on risk and cost.