About us

What we do?

We started by providing smart, simple investing, without the high fees and account minimums associated with traditional investment management. We invest your money in a globally diversified portfolio of low-cost index funds, and our cutting-edge technology helps you earn the best possible return, while optimizing your tax bill. This means we do things like automatic rebalancing, dividend reinvesting, and tax loss harvesting — services that were only available to the ultra rich until now or that most people found too time-consuming and tedious to do on their own.

Our expert financial advisors are always available when you need them. They can help plan your financial milestones and answer questions you might have about potential risks or what sort of investment accounts you should have.

Investing is just one part of your financial picture. So, we've introduced more ways to reach your goals and manage your money. High interest savings. Commission-free trading. And features — like automatically investing your spare change — that make it easier to save for your future. That's because we believe that everyone should have access to the tools they need to make smart financial choices.

Who we are?

Ice Patron Asset Management is backed by a team of world-class financial experts and the best technology talent. Our talented team of software engineers, designers, financial experts, trading experts and data scientists.

Our Investment Advisory Committee are recognized thought leaders in the investment community. They play an advisory role in our investment management process and serve as a sounding board for Ice Patron Asset Management's management team.

Our motives?

Access to financial freedom is a fundamental human right.Our purpose is to make sure everyone has the ability to exercise that right. Financial freedom means you have the power to control your financial destiny, to do the work you love, to provide for your loved ones, and to invest in your community. We do that by making simple, sophisticated, affordable financial products, And make sure they’re available to everyone.

Make A Difference With Our Expert Team

Let’s Work Together

Trust And Transparency

Our default setting is: open as much as possible, we show everyone everything, because transparency is empowering. It’s empowering to know exactly what fees you're being charged. It’s empowering to know exactly what the business you work for is doing. We conduct most conversations on public Slack channels.

We invite dissent in our weekly company-wide meeting. We share, internally, our most sensitive numbers and our goals and our decision-making across the organization. And we’re open about our individual successes and failures. Maybe that means praise, and maybe it means sharing lessons about a project we tried that didn’t work, because both are important. Honest feedback is constructive, even when we don’t agree with it, as long as we share a common intention: helping UpWealth Finances succeed.

Diverse teams build better products and generate better ideas. You can only build great products for your clients if your team understands all the myriad needs and wants of the myriad types of people who need you. Diversity isn't about hitting a number for show, or being accommodating for the sake of being nice.
We demand openness, curiosity, and a culture that where everyone can be their true-self and Our decisions are driven by data, facts, and rigorous analysis.
We do our homework to come up with the right answer because knowing is better than guessing. When we need input from others, we make the most of our time together by preparing and sending materials in advance so that everyone can show up with an informed perspective for debate, and know their voices will be heard.