Sidepocket

Sidepocket's PaaS for Financial Advisors, helps you elevate your clients needs. Your brand, Our Strategies. Take control using our white-labeled portal! Sidepocket Inc. DBA (‘Sidepocket Financial’) is a venture-backed deep-tech company disrupting the antiquated wealth management industry, and solving the multi-trillion-dollar drawdown problem. American investors lost an estimated 7 trillion dollars of retirement capital in the 2022 bear market, partly due to traditional strategies like the passive 60/40 losing more than 30% after adjusting for inflation. According to BoFA Global, the 60/40 strategy collapse of 2022 is the worst in over 100 years. As the relationship between losses and recovery is not linear, a 30% drawdown requires a nearly 42.8% gain just to break even. Sidepocket’s asset allocation technology, which applies advanced statistical analysis, quantitative modeling, and predictive analytics, is engineered to reduce drawdown in bear markets and crashes. This allows for shorter recovery time, and drastically improved long-term performance. Sidepocket has the potential to replace the investment allocation models used by existing Robo-investment apps and traditional advisors — strategic asset allocation, derived from modern portfolio theory or “Portfolio Selection,” the Ph.D. thesis of Harry Markowitz published in 1952, has been inadequate in serving tens of millions of American investors with varying risk tolerances and time horizons. Sidepocket clients are able to identify their investor persona and invest in a portfolio of fully-automated tactical models that rebalance their allocation based on real-time market conditions, all within minutes. Sidepocket has been available to retail investors through a closed-beta since July 2022, and has generated a positive return or beaten benchmarks across nearly all offered strategies in 2022. * See in-app for up-to-date performance - historical performance does not guarantee future returns.