Sidekick Money
Sidekick Money offers wealth-building products and services, including a portfolio line of credit and expertly managed investment opportunities, now available to all eligible investors.
Services
Sidekick Money offers a range of wealth-building products and services traditionally accessible only to the ultra-wealthy. These services include expertly managed investments focused on growth strategies, providing clients with opportunities to enhance their financial portfolios. Additionally, Sidekick Money offers a low-cost portfolio line of credit, allowing clients to access liquidity without the need to sell their investments. A learning platform is also available, which explains the rationale behind trades and portfolio updates, ensuring clients are well-informed about their investment decisions.
Products
Sidekick Money provides several investment products managed in-house by financial experts. The company’s offerings include portfolios that are open and available to all eligible investors, and plans to expand these to include private market and alternative investments for greater diversification. Founding Members have access to reduced fees, early access to new products, and exclusive rewards. Sidekick Money also publishes a weekly Market Pulse that provides the latest market news and updates to keep investors informed.
Credit Options
Sidekick Money provides a portfolio line of credit, which offers investors a way to access liquidity without needing to sell off their investments. This line of credit is positioned as a low-cost financial tool to support clients in maintaining their investment strategies while tapping into the necessary funds. This service is designed to keep investments intact, offering a financial safety net and flexibility.
Market Updates and Educational Resources
Sidekick Money places a strong emphasis on keeping its clients informed and educated. The company offers an educational platform that delves into the reasons behind trades and portfolio updates, promoting transparency and knowledge among investors. Additionally, Sidekick Money publishes a weekly Market Pulse, providing the latest market news, trends, and updates to help investors stay informed about market movements and make well-informed decisions.
Regulatory Compliance
Sidekick Money is registered in England and Wales under the number 13882980 and is authorized and regulated by the Financial Conduct Authority (FRN 984829). Payment and e-money services are provided by The Currency Cloud Limited, which is also authorized by the Financial Conduct Authority under the Electronic Money Regulations 2011 (FRN: 900199). These regulatory compliances ensure that Sidekick Money operates within defined legal frameworks, offering clients a sense of security and trust in their financial transactions.