Investable
Data sourced from SEC public records (and other sources when available). Refreshed weekly • Updated today.
About
Investable provides automated portfolio management to individual clients, primarily serving employees who access the platform through employer subscription‑as‑a‑service agreements or by signing up directly. As of April 30, 2026 the firm reported roughly $490,100 in assets under management and about 80 individual clients, and it focuses on retail investors rather than high‑net‑worth clients.
The firm operates a payroll‑linked investing application that directs contributions into an Alpaca brokerage account and implements precurated model portfolios composed of passive index ETFs and selected actively managed ETFs, with a recommended portfolio chosen during onboarding based on risk tolerance and time horizon. Investable maintains discretionary authority to monitor, rebalance, and update those model portfolios and uses institutional research tools and ongoing due diligence to evaluate fund selections.
Compared with peers, Investable is distinctive for its employer‑SaaS distribution and instantaneous payroll onboarding that automates contributions, delivered by a solo advisory operator supporting a modest client base. Its marketing and website present performance‑related materials—including hypothetical performance and performance results—and display endorsements, testimonials, and third‑party ratings, features that are uncommon among similar supported firms.
Client services
Expertise
Fee options
Up to $4.95 per month flat monthly fee for non-covered employees; no monthly fee for accounts under $200; fees paid by employer for covered employees.
Main office
Dayton OH
Advisors at this office
1
Most active in
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Also doing business as
Investable · Investable Wealth Management, Inc.
Disclosures
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Business activities & affiliations
Is not active or affiliated with:
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Insurance agent
They sell insurance products and may earn commissions on those sales.
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Broker-dealer / trader
They provide brokerage services and may earn transaction-based compensation in addition to advisory fees.
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Bank
They're affiliated with a bank that may offer its own financial products and services.
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Trust company
They provide trust and estate administration services, typically for separate fees.
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Fund sponsor
They manage or sponsor investment funds and may earn management or performance-based fees if clients invest in them.
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Accountant / CPA / tax prep
They offer tax and accounting services, typically for separate fees.
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Lawyer
They provide legal services, typically billed separately.
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Real estate agent
They facilitate real estate transactions and may earn commissions.
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Other specialized services
They may provide services such as pension consulting or municipal advisory work, typically for separate fees.
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