Pebble is a Cambridge-based fintech that allows users to tailor passive investment strategies by selecting exactly what they want to own or avoid and specifying an investment amount. The platform employs direct indexing to translate those preferences into fractional holdings that mirror an index while honoring individual constraints. After users set the parameters, Pebble handles all calculations and routes trades to a brokerage for swift execution. Founded by Jason Whitehead, the company positions itself as an easy on-ramp for retail investors seeking customization beyond traditional ETFs. The newly secured seed funding will be directed toward expanding operations and broadening market reach. The article does not disclose revenue, user numbers, or other operating metrics, underscoring Pebble’s early-stage status. Overall, Pebble aims to use technology to democratize customized, tax-efficient investing once reserved for high-net-worth clients.

Total raised

$5M

Funding rounds

1

Latest round

Seed

Latest activity

Jul 2022