MOMENTUM FINTECH LLC

Overview

Momentum Fintech LLC is a small, independent registered investment adviser that focuses on financial planning and portfolio management for individuals, families and small businesses. The firm charges a mix of asset-based fees and fixed fees and runs discretionary strategies for clients. Investment activity centers on public equities delivered through exchange-traded vehicles, with an expressed preference for equity exposure over fixed income or cash. Momentum Fintech does not present itself as an ESG-focused investor and is not positioned as a multi-state or large institutional allocator. Investment approach appears boutique and equity-centric: portfolios are constructed primarily with exchange-traded equities and ETFs to provide liquidity, cost control and straightforward implementation. Given the firm’s size and client base, portfolios are likely customized at the account level rather than built as large pooled funds, which supports tailored planning and tax-aware decisions for smaller-cap clients.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices