Xantos Labs
“Can a systematic, SEC-registered investment adviser deliver fully-managed, low-cost portfolios to retail investors globally by embedding best-in-class fintech infrastructure for custody, FX, and compliance?”
Founded2016
HQAustin, TX, USA
IndustryFintech / Investment
The story
Xantos Labs launched in 2016 as a US-focused SEC-registered investment adviser offering fully-managed, systematic investing to everyday retail investors. For several years it operated exclusively in the US market. It subsequently partnered with Currencycloud to solve the multi-currency challenge for international clients, enabling global expansion of its investment management service. The company uses Alpaca Securities as its custodian, layering broker-dealer infrastructure on top of its advisory model.
Product timeline
2016
Xantos Labs launched as a fully-managed investment adviser offering systematic investing to retail clients in the US, with inception date of January 2016.· pivot
2021
Published privacy policy and expanded mobile app offering for US-based retail investment management clients.· banking
2023
Partnered with Currencycloud to enable international clients to invest in US securities, expanding access globally.· pivot
Regulated entities
Registered Investment Adviser
US (SEC) · 2016
Xantos Labs, LLC
The stack
FX & payouts
Accounting gap: minor