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Frec

Automation

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.

IndustryAutomation, Consulting, Finance, Financial Management, Financial Services, Financial Software, FinTech, Investment Management, Lending, Other Financial Services, Platform, Professional Services, Risk Management, Software
Company Size11-50 employees
LocationSan Francisco, CA, USA
Websitefrec.com