What Passive Investor Network does

Passive Investor Network is a private, for-profit financial services firm founded in 2018 and headquartered in Houston, Texas. According to the available firmographic record, the company operates as a financial planner specializing in personal portfolios and property management, indicating a dual focus on individual investment advisory and real-estate-related asset management for retail or HNW clients.

The firm is founder-led: Ryan McCarthy holds the combined roles of CEO, Founder, and President, suggesting a tightly controlled operating model. The stated employee range of 11–50 indicates a small-to-mid-sized advisory practice rather than an institutional asset manager. The company's website (passiveinvestor.net) returned only a verification/CAPTCHA page at the time of data collection, and no product, technology stack, pricing, customer, funding, or partnership details are disclosed in the available source material.

The revenue model, go-to-market motion, and underlying technology are not documented in the input data. The "passive investor" branding implies a focus on passive investment strategies (e.g., index-based or buy-and-hold portfolio construction), but no fee structure, AUM figures, advisory registrations, or service tiers are provided. Substantive business intelligence beyond firmographic identifiers is not available, and any deeper assessment of unit economics, technology, or competitive position would require additional primary-source disclosure.

Name

Passive Investor Network

Website

https://passiveinvestor.net

Company type

Private

Founded year

2018

Headcount range

11–50 employees

Short description

Passive Investor Network is a Houston-based, founder-led financial planner founded in 2018 that specializes in personal investment portfolios and property management for individual investors. The firm operates with 11–50 employees under CEO Ryan McCarthy.

Ownership category

akta.pro rank

Product category

Financial Planning

NAICS

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

SIC

Investment Advice (6282)

akta.pro primary industry

Large-Cap Equity (Active) (FSAAAIAA)

akta.pro secondary industry

Real Estate Capital Markets Advisory (Debt/Equity Placement, Refinancing) (BPAJANAE)

Keywords

• Financial planning services
• Personal portfolio management
• Passive investing advice
• Property management services
• Investment advisory

Headquarters

HQ city

Houston

HQ country

United States

HQ region

North America

Markets served

GTM type

B2C

Offering type

Services

Cost components

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

Core offering

Passive Investor Network is a financial planner that specializes in personal portfolios and property management. The firm provides financial planning and advisory services for individual investors pursuing passive investment strategies, alongside property management support for real estate holdings owned by those clients.

Differentiator

Problem solved

Functional benefit

Products and services

• Personal Portfolio Financial Planning

Ideal customer profiles1 record

Technology focussed No

API detail

Has API

No

API docs

API detail

Core technology

AI maturity

App detail

Recent moves2 records

Expansion highlights1 record

Broad incumbents

• Schwab Intelligent Portfolios: Major brokerage's automated passive-portfolio product. Comparable offering and target customer; competes on brand, scale, and price.
• Cetera Financial Group: Large network of independent financial planners and RIAs serving personal portfolios. Represents the established independent-advisor model Passive Investor Network sits within at sub-scale.
• Vanguard Personal Advisor Services: Large incumbent offering hybrid robo-advisor + human advisory for personal portfolios. Overlaps directly with Passive Investor Network's personal-portfolio advisory service at much greater scale.

Direct peers

• Acorns: Micro-investing and passive portfolio app for individual investors. Comparable in serving individuals seeking passive, set-and-forget portfolio exposure.
• Betterment: Online passive-investing platform managing personal portfolios with goal-based planning. Closely mirrors Passive Investor Network's portfolio + financial-planning service mix.
• M1 Finance: Passive/automated personal-portfolio platform with portfolio customization. Similar passive-investor positioning and individual-client target market.
• Personal Capital (Empower Personal Dashboard): Hybrid robo-advisor + human financial planner managing personal portfolios for HNW individuals. Comparable in combining personal portfolio management with holistic financial planning.
• Wealthfront: Robo-advisor offering passive, diversified personal portfolios with automated rebalancing. Directly comparable to Passive Investor Network's personal-portfolio focus and passive-investing brand positioning.
• Fundrise: Real-estate-focused passive investment platform for individual investors. Directly comparable on the property-management / passive-real-estate side of Passive Investor Network's offering.

Emerging players

• Yieldstreet: Alternative-investment platform with real-estate and passive-income products for individuals. Adjacent to Passive Investor Network's passive-investor + property-management positioning.

Market position

Strengths4 records

Weaknesses5 records

Competitive moat2 records

Key risks6 records

Key highlights5 records

Customer concentration

• Xx.com/TheRealPINjamin
• LinkedInlinkedin.com/company/passive-investor-network

Revenue estimate

Valuation estimate

Number of profiles

Profiles1 record

Funding overview

Funding rounds

Investors

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 Passive Investor Network