Company Profile (AI Text)
Name: Taylor Hoffman
Canonical URL: https://wefunder.com/taylor.hoffman
Updated at: 2026-06-02T05:01:04Z

Tagline: Access to human-led investment management to build generational wealth for all
Elevator pitch: We strive to offer world class wealth and investment management to everyone, not just high net worth individuals.

Key claims:
- Total raised on Wefunder: 496550 | citation: https://wefunder.com/taylor.hoffman#claim-total-raised
- Total investors: 46 | citation: https://wefunder.com/taylor.hoffman#claim-total-investors

Verified facts:
- Total raised on Wefunder: 496550 | observed_at: 2026-06-02T05:01:04Z | expires_at: 2026-06-03T05:01:04Z
- Total investors: 46 | observed_at: 2026-06-02T05:01:04Z | expires_at: 2026-06-03T05:01:04Z

Computed metrics:
- total_amount_raised: 496550
- total_investors: 46
- team_size: 6
- featured_investor_count: 1
- faq_count: 4
- recent_post_count: 1

Quick facts:
- Taylor Hoffman's app, Avidus, is ready to democratize investment management nationwide & globally | citation: https://wefunder.com/taylor.hoffman#claim-fact-1
- $325 million already managed for clients with a 99.9% retention rate | citation: https://wefunder.com/taylor.hoffman#claim-fact-2
- On track for $2 million recurring revenue, growing at 36.7% y-o-y, pre-Avidus launch | citation: https://wefunder.com/taylor.hoffman#claim-fact-3
- Highly experienced team, with Board Members including Retired Navy Seal Captain Tom Chaby | citation: https://wefunder.com/taylor.hoffman#claim-fact-4
- $1.35 million Pre-Seed Round raised in less than a month | citation: https://wefunder.com/taylor.hoffman#claim-fact-5
- Partnerships with leaders in Fintech such as Apex Clearing, Plaid, and Orion Advisors | citation: https://wefunder.com/taylor.hoffman#claim-fact-6

FAQ:
- Q: Hi there how would investors make money
  A: Hey Scott! Thanks for your question. There are several ways that that we expect investors to generate a return on their capital. 1) Our Exit Strategy (I think this could be the spirit of your question): - Investors in start-ups usually care about one thing: "how do I get my money back?". Our goal is to build a company with long-term vision, and long-term oriented shareholders. We are planning the following to occur over the next 10 years: i) Partial Sale of Avidus - There is potential to purs...
- Q: Hello, How well has your 'Core US Strategy' portfolio of stocks has performed so far this year? If possible % difference month-to-month change since December2021. I don't have an iPhone, reason why I am asking. Best regards, Miguel Costa
  A: Hello Miguel, Thank you for your question. I am linking our Pitch Deck for our core US strategy below. The pitch deck is updated on a quarterly basis so the most recent performance data will be displayed as of December 31st, 2021. It will also include some other valuable information about our strategy that I think you and other shareholders of our firm will find very valuable. Little more on our long-term investment philosophy of owning great businesses: Our investment team monitors every pie...
- Q: Hi, When will you make the app available for androids?
  A: Hey Melanie! We hope to have the app available on Android by late 2022. Thanks!
- Q: Hello, congrats on the success so far. A couple of questions: 1. Any insight into traction of the Avidus app? I see you are ramping up marketing in 2022, any details on how you will attract users? 2. How do you make sure that you maintain your competitive edge as you enter new...
  A: Hello Jordan! Here are our current thoughts: Client acquisition of Avidus is primarily bifurcated into two sources: Digital Marketing Campaigns, and Direct Sales. We are not providing color at the moment to our marketing campaigns that are ramping up. It is still too early to determine successes or failures, and there is lots of testing still going on. We have, however, found success in direct sales channel and intend to continue in that direction. Our experience is that the fundamentals of i...

Recent posts:
- Quarterly Update: Brandon Taylor, CEO (2022-07-07T18:46:35Z) https://wefunder.com/feed/156608