Plutus

What Plutus does

Plutus is a self-serve investment advisory marketplace operated by Namsoft Tech LLC (Kirkland, WA) that connects everyday retail investors with model portfolios and baskets published by independent research firms. The platform serves two customer segments in parallel: individual investors seeking institutional-grade actively managed portfolio exposure, and independent research firms / model portfolio managers seeking a distribution and monetization channel for their strategies. As of April 2026, the marketplace surfaces 90+ model portfolios and baskets from 10+ research providers, including named publishers such as Aarav Kumar, Sarah Lin, Marcus Reyes, Jenny Wu, Daniel Park, and Elena Vasquez. The company additionally lists Tarantula Capital as an investor alongside Rocketship.VC and Visse Capital.

The core technology stack consists of a model portfolio marketplace front-end (web-based, accessible via app.runplutus.com), an automated execution engine that recalculates and places trades on approximately an hourly cadence when publishers update their models, and a brokerage integration layer that connects to investor accounts through a formal advisor appointment process rather than password sharing. Interactive Brokers is the supported (and appears sole) brokerage integration. Crucially, Plutus operates under a non-custodial model: investor assets remain in the investor's own brokerage account, and Plutus holds only limited trading authority, revocable at any time.

The business model is a single 1% annual advisory fee on advised assets, charged monthly at roughly 0.083% of advised assets per month. There are no trade commissions, no performance fees, no account minimums, and no long-term commitments. Advisory services themselves are delivered by Namsoft Advisors LLC, a separately SEC-registered investment adviser operating under fiduciary duty. The go-to-market is product-led growth: investors discover and subscribe to strategies without sales-team involvement, while providers are recruited through a dedicated Provider Platform at runplutus.com/providers. The service is currently restricted to U.S. residents, and revenue figures are not publicly disclosed.

Name

Plutus

Legal name

Namsoft Tech LLC

Website

https://runplutus.com

Company type

Private

Founded year

2025

Operating status

Operating

Headcount range

1–10 employees

Short description

Plutus is a self-serve investment advisory marketplace that connects retail investors with model portfolios and baskets from 10+ independent research firms, executing trades automatically through linked Interactive Brokers accounts at a 1% annual advisory fee.

Ownership category

akta.pro rank

Product category

Robo-Advisory Platform

NAICS

Portfolio Management and Investment Advice (52394), Portfolio Management and Investment Advice (523940)

SIC

Investment Advice (6282)

akta.pro primary industry

Portfolio Management–Led RIAs (Discretionary/Model-Based) (FSAAACAC)

akta.pro secondary industries

Managed Account Platforms (Separately Managed Accounts / Customized Portfolios) (FSAHAKAC), Investment Management Advisory (RIA) (FSAEAAAB)

Keywords

• Robo-advisory platform
• Model portfolio marketplace
• Automated portfolio rebalancing
• Investment advisory services
• Brokerage integration

Headquarters

HQ city

Kirkland

HQ country

United States

HQ region

North America

Offices2 records

Markets served

GTM type

B2C

Offering type

Software

Cost components

Personnel, Technology or R&D, Infrastructure, Marketing or Sales, Operations

Revenue model

1. Advisory Fee: Annual advisory fee of 1% charged monthly (approximately 0.083% of advised assets per month). No separate trade commissions, no performance fees, no account minimums. Single fee covers access to all strategies in the marketplace.

Pricing tiers

Go-to-market motion1 record

Distribution channels1 record

Marketing channels4 records

Core offering

Plutus operates a self-serve portfolio management platform that connects individual investors with model portfolios and baskets created by independent research firms. Investors link their existing brokerage account (Interactive Brokers) via a formal advisor appointment, and Plutus automatically executes trades and rebalances the investor's portfolio when underlying model strategies are updated, charging a 1% annual advisory fee.

Product overview

Plutus Expert Investing is a unified portfolio management platform that connects individual investors with model portfolios and baskets created by independent research firms. The platform consists of the core Plutus Expert Investing platform for investors, the Execution Engine for automated trade execution and rebalancing, Model Portfolios and Baskets as the investment vehicles, and a separate Provider Platform for researchers to publish their strategies. Investors browse strategies on the marketplace, connect their existing brokerage account (currently Interactive Brokers), and have trades executed automatically when underlying models are updated.

Differentiator

Problem solved

Functional benefit

Products and services

• Plutus Expert Investing Self-serve portfolio management platform for individual investors that connects them to curated model portfolios and baskets from independent research firms, with automated trade execution and hourly rebalancing through the investor's own linked brokerage account.
• Provider Platform Separate platform tier that allows independent research firms and portfolio managers to create, publish, and manage model portfolios and baskets on the Plutus marketplace, reaching qualified investors without compliance overhead.

Quantifiable outcome

• Rebalancing occurs approximately hourly under typical market conditions

Segments2 records

Ideal customer profiles2 records

Technology focussed Yes

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Integration1 record

Feature4 records

Partnerships

Four partnerships are on record, tiered core.

• Interactive Brokers (IBKR)coreTechnology or IntegrationInteractive Brokers is supported as the primary brokerage integration. Investors link their IBKR account through a formal advisor appointment process. Plutus executes trades in the investor's linked brokerage account when model portfolios are updated.
• Namsoft Advisors LLCcoreStrategic or Co-development PartnerSEC-registered investment advisor and parent company providing advisory services. Operates under fiduciary duty to act in clients' best interests. Registered with the SEC as investment advisor.
• Namsoft Tech LLCcoreStrategic or Co-development PartnerParent company operating the Plutus platform at runplutus.com. Handles the investor-facing technology platform while Namsoft Advisors provides advisory services.
• Independent Research FirmscoreStrategic or Co-development Partner10+ research firms publish model portfolios and baskets on the platform. Providers include Aarav Kumar, Sarah Lin, Marcus Reyes, Jenny Wu, Daniel Park, and Elena Vasquez. Each provider maintains their own research and portfolio construction decisions.

Scale indicators2 records

Recent moves5 records

Expansion highlights6 records

Direct peers

• M1 Finance: M1 Finance combines self-directed brokerage with model portfolios ("Pies") that rebalance automatically. It is the closest direct competitor to Plutus's model-portfolio-plus-brokerage model, serving retail investors seeking automated portfolio management.
• Interactive Advisors: Interactive Advisors is a marketplace-style RIA that lets investors subscribe to model portfolios managed by independent portfolio managers. It is directly comparable to Plutus's marketplace of independent research providers and shares the Interactive Brokers distribution ecosystem.
• Titan: Titan is an active-investing app offering thematic strategies managed in-house, targeting retail investors with a similar fee structure. It competes for the same "institutional-grade at retail" customer segment that Plutus addresses.

Broad incumbents

• Wealthfront: Wealthfront is a leading robo-advisor offering automated, model-driven portfolio management with tax-loss harvesting. It is a broader incumbent serving a similar retail-investor need for hands-off portfolio management.
• Betterment: Betterment is one of the largest independent robo-advisors, offering automated portfolio management with goal-based planning. It is a broader incumbent competing for the same retail-investor demand for automated portfolio management.
• Addepar: Addepar is a portfolio management and analytics platform serving advisors, RIAs, and family offices. While more institutional in focus, it operates in the portfolio-management technology ecosystem that underpins model-portfolio delivery at scale.
• Orion Advisor Solutions: Orion provides portfolio management, rebalancing, and model-marketplace technology for RIAs and advisors. It is a broader incumbent offering competing infrastructure for model-portfolio distribution at advisor firms.
• Schwab Intelligent Portfolios: Schwab Intelligent Portfolios is a large brokerage-affiliated automated investing service offering diversified model portfolios to retail clients. It is a broad incumbent competing for the same automated-investing customer demand.

Emerging players

• Harness Investing: Harness is an emerging automated investing platform that offers personalized portfolio management with human-advisor access. It overlaps with Plutus's hybrid self-serve-plus-advisory positioning for retail investors.
• Range: Range provides model portfolios and tax-optimized investing for retail investors via a tech-forward platform. It overlaps with Plutus in offering curated, automated portfolio experiences to retail customers.

Market position

Strengths5 records

Weaknesses5 records

Competitive moat4 records

Customer concentration

• Xx.com/RunPlutus

Compliance1 record

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds3 records

Investors2 records

Funding detail is available on the Subscription and Enterprise plan.Contact sales →

M&A

Investments

M&A and investment is available on the Subscription and Enterprise plan.Contact sales →

Frequently asked questions about Plutus