About Validus Trading.

Who We Are

Validus Trading is revolutionizing wealth management technology with our cutting-edge direct indexing platform built specifically for registered investment advisors, family offices, and fintech firms. Founded on the principle that personalized investing shouldn’t require compromise, we combine artificial intelligence with sophisticated portfolio optimization to deliver enterprise-level capabilities without the traditional complexity or cost. Our team of financial technology experts and investment professionals understands the challenges advisors face in scaling personalized investment solutions while maintaining the performance and control their clients demand.

Our Mission

We believe every investor deserves a portfolio that reflects their unique values, goals, and financial situation. That’s why we’re creating an AI-powered platform that automates the complex calculations behind direct indexing, from tax-loss harvesting to real-time rebalancing, while ensuring advisors maintain complete control over client assets. By eliminating the operational barriers that have historically limited personalized investing to ultra-high-net-worth clients, Validus Trading is democratizing access to sophisticated wealth management strategies and empowering advisors to deliver exceptional value at scale.