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Fincera

EST. AUM
$0

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CLIENT ACCOUNTS
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Firm Details

Metro area New York City
CRD Number 312342
Website fincera.com
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Overview

Fincera is the business name of TradeAlgo Wealth Management LLC, an SEC-registered investment adviser providing technology-enabled investment management services. The firm's offering centers on automated portfolio management delivered through an online platform, with portfolios tailored according to factors such as client age, risk tolerance, income, assets, and financial objectives. Its investment approach primarily uses equities and exchange-traded funds, supported by quantitative strategies, proprietary portfolio logic, and AI-driven models. Fincera serves retail investors while also positioning its technology for institutional professionals. The firm operates as a discretionary adviser rather than a broker-dealer, private fund manager, or institutional investment allocator.

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Address

925 West Lancaster Ave
Suite 220
Bryn Mawr, PA 19010
Tel: (610) 642-1481 

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