You ever wonder why you don't have a financial advisor? Or why your current advisor charges you so much? Isn’t it crazy that most require you to have over $50,000-$100,000 to invest with?

Our vision is simple. We are here to change the world of investment advisory through our 3-dimensional approach: Learn. Discuss. Invest.

We are pioneering a new way of offering investment advice by combining top-notch technology with elite advisors at an affordable and tiered monthly subscription!

Industry Problem: Most advisors require their client to invest with $50-100K and expect to charge a 1-2% fee. This leaves a large majority of people with no where to go for financial advice.

CUBE Solution: Zero wealth requirements because we don't hold on to your assets. Simply subscribe to any of the packages we offer and receive not only investment advice from professionals but also learning tools, portfolio analysis, conferences, videos, message boards, and more! 

CUBE is the first financial services company to offer investment advice at a tiered monthly subscription for everyone (no minimum wealth requirements)!

CUBE has:

1.) No assets under management

2.) No conflicts of interest

3.) No bias 

Simply subscribe, log on to your CUBE account, link your brokerage account with whoever you have (Scottrade, Etrade, Robinhood, etc.) and everything you need is at your fingertips! Depending on the package you choose you'll have access to:

1.) Team of Certified Advisors

Clients will have an entire staff of advisors to choose from! Simply check out their profiles, click schedule time, and ask them anything you'd like. If you are wondering about your position in a tech stock, filter through our tech analysts and have a discussion with anyone you'd like! If it's a general market question on your 401K that's great too as we have analysts that cover virtually every part of the market!

2.) Message Boards

Interact with other CUBE members on message boards and talk about stocks, economic events, and more. You'll be able to share and like posts and even follow CUBE advisors that post their messages exclusively to CUBE members!

3.) Live Market Analysis

Every morning at 8AM EST and evening at 5PM EST our analysts put out market previews and recaps that you can watch that are quick and easy to understand (Earnings reports, Mergers & Acquisitions, Economic events, etc.)

4.) Live Conference Calls

You will be able to join live conferences and debates over stocks, sectors, regions, and more! You'll be able to post in the live chat room and ask any questions you have that we will answer in our Q&A at the end!

5.) Research Reports (Edge Reports)

Clients will also recieve, for the first time, easy-to-read research reports (CUBE Edge Reports). No more unnecessary page fillers and words that only MBA's understand! We break everything up into our proprietary CUBE scale in which you can easily figure out everything you need to know about a company.

6.) Market Hot Sheets

Our analysts will also post hot sheets on the market so you can also be up-to-date on the latest news in one easy write-up.

7.) Quizzes and Stock Simulator Games

Freshen up your skills on the markets and if you aren't ready to invest with real money you can practice on our stock simulation games.

8.) CUBE Proprietary Portfolio Software

Clients will also have access to our proprietary portfolio software that analyzes your risk score and calculates simulation analyses, stress tests, and more! You'll be able to understand your portfolio like never before!

Bronze Client

- Introductory 30 minute call with an on-boarding advisor to get an understanding of your risk tolerance and financial goals

- Ability to create your own personalized account and interact with other users via message boards

- Ability to talk to advisors for 15 minutes every quarter one-on-one

- Ability to dial into live conference calls hosted by our professionals

- Ability to watch videos of our top analysts discuss the markets at 8AM and 5PM EST every weekday

Silver Client

- Everything included in Bronze

- Access to CUBE's research reports (Edge Reports)

- Access to CUBE's Hot Sheets

- 30 minutes every quarter to talk with a financial advisor one-on-one

Gold Client

- Everything included in Bronze and Silver

- 30 minutes of one-on-one time with our certified advisors per month

Platinum Client

- Everything included in Bronze, Silver, and Gold

- Access to advisors for 30 minutes a month

- Access to CUBE's proprietary portfolio software

1.) Trust

CUBE will own zero AUM (Assets Under Management) and will not have any positions in the underlying securities. CUBE’s certified financial professionals will be the first to give unbiased advice, as we aren’t dependent on fees or commissions. For example, our professionals don’t have a problem advising a client to stay in cash or investing in a passive index-based portfolio. Wall Street’s infamous brokers and financial advisors, on the other hand, cannot say the same as they are entirely dependent on commissions, turnover, management, and performance related fees.

2.) Zero Bias

CUBE is different from the rest of the industry because we aren’t attached to the client’s assets. This, therefore, means that everyone is treated the same. Whether a client is investing with $1000 or $1M makes no difference. Our goal is NOT to bring in the most assets so we can fee a larger pool of money. Our goal is to provide sound, unbiased financial advice for the first-time ever in the industry.

3.) Zero Conflict of Interest

Unlike other firms, CUBE doesn’t have any conflict of interest. We aren’t a brokerage house that depends on commissions and we aren’t a financial advisor that collects fees and encourages turnover.

4.) Markets & Investments Knowledge

CUBE is a one-stop shop for those not only looking to get involved in the market but also for beginners trying to understand the market through hot sheets, analyst videos, live discussions, message boards, one-on-one meetings, and more!