Passiv is a financial technology company that provides a software-as-a-service (SaaS) platform for DIY investors. The tool connects to a user's existing brokerage accounts and helps them maintain a target asset allocation by automatically calculating the trades needed for rebalancing. It simplifies portfolio management, automates cash and dividend allocation, and allows for one-click trade execution, helping users stick to their long-term investment plans without manual calculations. Founded in 2017, Passiv's mission is to build sophisticated financial tools that are accessible to everyone, empowering individuals to be better investors.

Founded in

Canada