Feex Inc. (New York)


Feex Inc. is an internet adviser based in New York. It has been registered with the SEC as an adviser since 2016 and has operated in the jurisdictions of Alabama, Alaska, Arizona, and 49 other states.

Feex provides portfolio management for individuals and small businesses, portfolio management for businesses and institutional clients, selection of other advisers, and fees comparison among accounts and investment products. It doesn't provide financial planning services to its clients. On top of advisory services, the firm doesn't engage in other business activities.

Fees & Commissions

The advisory firm has a single stream of revenue. Clients pay Feex Inc. for their services and products based on fixed fees. Flat-fee based compensation is the most transparent and the one you can safely predict in advance. These fees don’t include brokerage commissions, interest, taxes, and other account expenses.

What kind of clients Feex serves?

The firm provides services to individuals, other investment advisers, and high net worth individuals. The largest group of clients of Feex is individuals with 1,800 clients and $0 of assets under management. Among the 0 most similar advisory firms, Feex has the 0th lowest percentage of individuals out of all clients.

1% of the firm’s clients are foreign persons or businesses.

Feex doesn't advise any private funds.

Careers at Feex Inc.

The company employs 3 people that are either part- or full-time employees. 67 percent of the employees work as investment advisers or researchers. No employees are registered as investment adviser representatives with the state securities authorities.

There isn’t anyone with the role of looking for and bringing in new clients on behalf of the firm. The firm doesn’t compensate employees in addition to the salary for bringing in new clients. Employees don’t receive compensation from other entities for client referrals.

Direct owners and executive officers


Name Entity Date acquired Ownership Employer ID
Feex Wisdom Of The Crowds Ltd. Shareholder (parent company) 1 Dec 2013 75% - 100% 514814672
Yoav Zurel Cco, ceo 1 Dec 2013 Other 6481429

Indirect Owners

The SEC currently registers 5 indirect owners.

Name Entity Date acquired Ownership Employer ID
Uri Levine Shareholder/co-founder, chairman 1 Sep 2012 Other 6481500
Yoav Zurel Shareholder/co-founder, ceo 1 Sep 2012 Other 6481429
Eyal Halahmi Shareholder/co-founder, cto 1 Sep 2012 Other 6481440
David Weisz Shareholder/co-founder, vp product 1 Sep 2012 Other 6481435
Blumberg Capital Iii Lp Shareholder/investor 1 Dec 2013 25% - 50% 5173504

Based in New York

The principal office where Feex Inc. performs its advisory services is located at 205 E. 42 Nd St., New York, NY 10017, which is also the mailing address of the firm. It doesn’t run an office outside of the United States.

You can reach the main office by calling the phone number 1-888-677-3339. The normal business hours are 09:30-17:30 on Monday - Friday. You can find more information about the New York firm at feex.com.