Taylor Hoffman

Access to human-led investment management to build generational wealth for all

https://wefunder.com/taylor.hoffman

Total raised on Wefunder: 496550

Total investors: 46

Quick facts

  • Taylor Hoffman's app, Avidus, is ready to democratize investment management nationwide & globally
  • $325 million already managed for clients with a 99.9% retention rate
  • On track for $2 million recurring revenue, growing at 36.7% y-o-y, pre-Avidus launch
  • Highly experienced team, with Board Members including Retired Navy Seal Captain Tom Chaby
  • $1.35 million Pre-Seed Round raised in less than a month
  • Partnerships with leaders in Fintech such as Apex Clearing, Plaid, and Orion Advisors

Team profiles

Featured investor profiles

Taylor Hoffman

Access to human-led investment management to build generational wealth for all

Funded badge
Last Funded July 2022

$496,550

raised from 46 investors
Pitch Video
Investor Panel

Investor Panel

Louie interviewed Taylor Hoffman on February 11, 2022. Play Video
Louie Nguyen, CFA
Louie Nguyen, CFA
Louie has 25 yrs of investing experience ranging from global fund management to direct private equity investments focused on social impact.
Strengths
says, "The retail market is certainly massive. It would be an extraordinary win for the firm who can crack the "bottom of the pyramid"! I also like that this investment allows investors to own a portion of the whole registered investment advisor and not just the app. I would suggest playing up that part more."
Advice
says, "I would play up more that this investment is not just in this really interesting app but also for the registered investment advisor. It would be useful to better understand how the marketing and awareness campaign for the app rollout is being contemplated. That seems key to the app's success."

What Investors Say

LEAD INVESTOR
Invested $100,000 this round + $25,000 previously
I have been an investor with Brandon Taylor since very early in his career. He has led my wife and our three children, also investors, through tough times, and good times. The team at Taylor Hoffman have made my investments for me, so it’s been on auto pilot as far as my involvement has been. This makes sleeping at night easy. I have always trusted Brandon and his team 100% with my investments. My family have been very pleased with their leadership for 22 years. 
What People Say