Motif Investing was an innovative financial technology company founded in 2010, pioneering thematic investing. It allowed retail and institutional investors to invest in 'motifs' – curated, intelligently-weighted baskets of up to 30 stocks or ETFs representing specific market trends, ideas, or economic themes. The platform aimed to make diversified, concept-driven investing accessible and affordable. In May 2020, Charles Schwab acquired Motif Investing's technology, algorithms, and intellectual property, and Motif Investing subsequently ceased its operations. Client accounts were transferred to Folio Investing (which was later also acquired by Goldman Sachs).
The San Mateo headquarters served as the central hub for Motif Investing's operations, including technology development, product management, marketing, customer support, and corporate leadership.
Formerly located in a modern office building typical of Silicon Valley tech companies, designed to foster collaboration and innovation. Specific architectural details are not widely publicized.
As a fintech startup, Motif Investing likely fostered a dynamic, fast-paced, and innovative work culture. Emphasis would have been on technological advancement, customer-centric solutions, and disrupting traditional investment models.
The headquarters was significant as the birthplace of its thematic investing platform and the core of its strategic decision-making and technological development that attracted major financial institutions as investors and eventual acquirers.
Motif Investing primarily served clients in the United States. While its platform was web-based and potentially accessible from other regions, its core regulatory compliance, marketing, and support functions were focused on the US market. Its intellectual property and technology, however, had broader relevance, as demonstrated by its acquisition.
950 Tower Lane, Suite 900
San Mateo
California
USA
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As of April 2025, Motif Investing' leadership includes:
Motif Investing has been backed by several prominent investors over the years, including:
Motif Investing ceased operations in 2020 following its acquisition by Charles Schwab. Consequently, there have been no executive new hires or exits in the last 12 months. All executive roles concluded with the company's wind-down.
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While Motif Investing is no longer operational, a common email format for companies like it was [first_initial][last]@[companydomain].com or [first].[last]@[companydomain].com. These are historical estimations.
[first_initial][last]@motifinvesting.com (e.g., hwalia@motifinvesting.com)
Format
example@motifinvesting.com
Example
0 (Company is defunct; email addresses are no longer active. Historically, such a pattern might have had a ~75% deliverability success rate for valid employee emails.)%
Success rate
TechCrunch • May 15, 2020
Charles Schwab announced it would acquire the technology and intellectual property of Motif Investing. As a result, Motif Investing ceased opening new accounts and wound down its operations, with client accounts being transferred to Folio Investing....more
Wall Street Journal • January 27, 2015
Motif Investing, a platform for thematic investing, announced it had raised $40 million in a Series E funding round. The round was led by Goldman Sachs, with participation from existing investors JPMorgan Chase and Wicklow Capital, aimed at expanding its platform and services....more
CNBC • June 12, 2013
Motif Investing was recognized in CNBC's inaugural Disruptor 50 list, highlighting private companies whose innovations were revolutionizing their industries and changing the business landscape....more
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