Testandi

Build an enterprise grade model portfolio, financial plan, and legacy in minutes.

Why Testandi?

We believe our clients deserve access to a variety of the highest quality, lowest cost information sources, financial products and services. We offer this in aesthetic digital and real world environments. Stay ahead of the curve with world-class research, automated financial planning and analysis, and the latest products and services to power your economic growth.

  • Model Portfolios. Personalized investment guidance built on your favorite blue-chip S&P 500 public equities and investment grade bonds.
  • Financial Wellness. Instant financial record, analysis, and downloadable summaries for comprehensive financial plans.
  • Perpetuities. Leave an everlasting legacy for the health and education of future generations, or the causes you believe are most important.