Xponify, Inc.

Overview

Xponify, Inc. is an independent registered investment adviser operating as a corporation with an individual owner. The firm serves both individual & family clients and institutional accounts, offering financial planning and portfolio management for individuals and small businesses. Its fee model combines percentage-of-AUM fees with fixed fees. Investment activity is concentrated in public market pooled vehicles—primarily mutual funds—rather than direct-stock active strategies. The firm is not an active ESG investor and does not describe itself as a multi-state adviser, capital allocator, pension consultant, or related adviser. Xponify, Inc. shows an industry affiliation with an insurance company, which aligns with its use of insurance-based products in client programs.

Assets & Accounts

Public Holdings

Investments & Alternatives

Location & Offices