Long term investing with protection in mind.

iFlip is a simple to use investing tool that harnesses AI to help protect the value of your investments.

As seen in

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Yahoo Finance logo 2021 blk 1
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smartfolio conservative
smartfolio balanced
smartfolio aggressive

Harness the power of automation.

At iFlip, you deserve access to the same tools as Wall Street professionals. So we created SmartFolios: an automated real-time stock and ETF portfolio tool, powered by AI.

iFlip ready for any market
iflip performance

The iFlip Flagship SmartFolio gives you a potential…

+ 0 %*

average investor savings during
market downturns

+ 0 %**

outperformance compared to the S&P 500
from Jan 2017 to Oct 2022 

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There’s no comparison.

An investing tool that’s easy to use and always looking out for you.

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Once you flip, you won’t go back.

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"Make money using advanced ai not available to me as big companies use it and I have lost money in last investing so if you can help me make money that be great"

Matthew Congiusta,

Australia

"No hassle, machine watching the market a light speed, automatic changes that keep me protected."

Dale Fuller,

Menlo Park, CA

"It’s a solid safe investment platform that delivers on its promises."

Brettney Perr,

Culver City, CA

"Takes the concern out of investing - market loss impact minimal with the A.I. software controlling my accounts."

Suzan Lewis,

Washington, UT

All testimonials are from unpaid customers who are discussing their use of our software with their own brokerage accounts, iFlip is solely a software provider, etc…

Invest in seconds.

01

Sign Up

Sign up is quick and easy with our integrated brokerage partner – answer a few quick questions about yourself and the account you’d like to open. Go from app download to registration complete in 10 minutes (?)

02

Select a Core Strategy

Select from conservative / balanced / aggressive strategies based on your investing goals. Your strategy will help determine which SmartFolio is right for you. You can always change your core strategy later or choose your own individual stocks and ETF’s later.

03

Fund your account

Deposit via check, ACH payment or wire transfer. Once your deposit is completed, our A.I. will get to work. 

Protect and grow your portfolio, for a fraction of the cost.

AI powered long-term investing tools, for a fraction of the cost– forget complicated fees that change with the market. Our subscription-based pricing gives you all-access for one monthly low cost, and includes access to automated signals, AI sentiment, customer support, and so much more.

MONTHLY
ANNUAL

BASE

$7/mo

SmartFolio investment up to:
$10,000*

*Minimum $500 deposit

PREMIUM

$17/mo

SmartFolio investment up to:
$25,000

EXECUTIVE

Starting at

$47/mo

SmartFolio investment up to:
$50,000**

**SmartFolio investments above $50,000: contact us for pricing.

BASE

$7/mo

SmartFolio investment up to:
$10,000*

*Minimum $500 deposit

PREMIUM

NeedPrices

SmartFolio investment up to:
$25,000

EXECUTIVE

Starting at

$47/mo

SmartFolio investment up to:
$50,000*

*SmartFolio investments above $50,000: contact us for pricing

Free 21 day trial available for all plans

BASE

$7/mo

SmartFolio investment up to:
$10,000*

*Minimum $500 deposit

PREMIUM

$17/mo

SmartFolio investment up to:
$25,000

EXECUTIVE

Starting at

$47/mo

SmartFolio investment up to:
$50,000**

**SmartFolio investments above $50,000: contact us for pricing.

You've got questions, we've got answers.

What is iFlip?

 iFlip is an automated investing tool powered by AI that can assist in managing your own portfolio.

How do I roll over an existing retirement account?

Using our SmartFolio’s, iFlip proprietary investing software sends market signals powered by AI to that change in real-time with the market. After choosing a SmartFolio, iFlip’s AI and proprietary algorithms analyze positions daily and use the collected information to offer customized analytics, data, and feedback then our broker dealer partner can handle any retirement rollover need

How does it work?

Using baskets of stocks and ETFs called SmartFolios, iFlip’s proprietary software makes investment decisions to keep you ahead of the market. After choosing a SmartFolio, iFlip’s A.I. and proprietary algorithms analyze your positions daily and use the collected information to make investments in your best interest.

What does it cost?

For one low monthly fee, you will receive access to the entire iFlip investing tool, including our proprietary A.I. and other features. There’s no hidden fees or long-term commitment required.

Everything you want from an AI investing tool,
and more

  • Automated, AI-powered analytics.

    Can’t keep up with the markets ups and downs? Don’t worry, our tool uses the most recent market information.

  • Ask us anything.

    Have questions about our platform, pricing or A.I.? Let us know. We’d love to chat!

  • A perfect blend of passive and active signals.

    You can do better than buy & hold. Our tools and analytics can help in your long-term goals and market navigation.

  • A simple, intuitive platform.

    No unnecessary bells and whistles. Just one easy platform designed with you in mind.

  • Transparent, flat pricing.

    Our subscription-based pricing means you pay one fee each month. No hidden charges, no strings attached.

  • Hands-on, or off.

    Let our AI execute for you, or dive into the signals yourself.

* Flagship Smartfolio consists of one symbol -SPY. Test is a backtest of the S&P500 using the GSPC as its proxy. No Fees included. Dividends included. 24% is the average difference of the loss by owning the S&P500 vs owning using the Flip algorithm to manage the S&P500. Eight largest drawdowns since 1985 calculated by peak high to low trough for each period.

**120% is the NAV change of an equal investment made on Jan 1, 2017 to the October 14, 2022 low. Calculation is absolute. No Fees assumed in either investment. Calculation excludes dividends and commissions. All prices established in the Smartfolio are at the Open price.

*** SIPC: FINRA Rule 2266 requires Velox to disclose the Securities Investor Protection Corporation (SIPC) contact information. Information regarding SIPC, including the SIPC Information Brochure, may be obtained by contacting SIPC directly through www.sipc.org or by telephone (202) 371-8300. SIPC protects against the loss of client securities up to a total of $500,000 (of which $250,000 may be in cash) per client in each separate capacity. Money market funds are considered to be securities for SIPC purposes. SIPC does not cover market losses, and it does not cover certain types of investments such as commodity and futures contracts, currency and investment contracts (such as limited partnerships), fixed annuity contracts, physical commodities, and foreign currency. In general, account protection limits are per single client, even though a client may maintain several different accounts. However, when a client holds accounts in separate capacities (for example, single account, joint account or trustee account), each of these accounts may be protected up to the specific amounts.

Sign up today.

Still have questions?

Schedule a time to chat one on one with one of our customer service specialists and receive a demo.

Sign up today.

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Certified Partner Signup

Doug Adams copy

Doug Adams - COO

Doug Adams has more than 30 years of experience as an executive in the IT industry. He has demonstrated success helping companies grow profitably with high degrees of customer satisfaction. 

He has a passion for developing talent and building high performing teams. Most recently as a Senior VP at FusionStorm, he helped grow the company from $440mm to over $1bb in sales and improve profitability 1500% (15x) over 7 years. Prior to that he was at Oracle for 14 years where he served as a Vice President in their North America Consulting Division. 

He had responsibility for a variety of software and technology practices with a team of over 400 consultants. He has also held leadership positions at IBM and Andersen Consulting (Accenture), and holds a BS degree from Cal Poly, San Luis Obispo in Industrial Engineering.

Ed Sweeney

Ed Sweeny - Board Member

Ed Sweeney is a partner and a founder of RCM Alternatives. Previously, he was a Managing Director of Trading at TD Options, LLC, a subsidiary of TD Securities until 2006. 

He is also a founder of Starboard Specialty Funds, LLC. which is an active fund specializing in private and publicly traded bank equities.
He was also a co-founder of a trading technology firm, Ragnarok Systems, and also worked for O’Connor & Associates and at Swiss Bank Corporation as a director of fixed income trading.
Mr. Sweeney graduated with an M.S. and B.S. in Mechanical Engineering from MIT, has a J.D. from John Marshall Law School and holds a Series 7, 24 and 63 licenses.

Karla Dennis

Karla Dennis - Board Member

As seen in Forbes Magazine, Karla Dennis is an expert tax and business strategist. As an enrolled agent, Karla is licensed to represent taxpayers in all 50 states. She holds a Masters in Taxation and Business Development and is the author of two books, Tax Storm and Against the Odds. 

She has been featured in various media outlets such as, KTLA, Forbes, MSNBC, Yahoo! Finance, and SmartMoney marking her the ultimate tax and business expert.

Thomas Shippee Bio

Thomas Shippee - Consulting Board Member

Thomas P. Shippee is a financial services investor and industry expert. His early years he earned a Bachelor’s degree in Economics at Bates College and an MBA at Pepperdine University.   

For the last 35 years he has served in various positions including CEO of Wells Fargo Financial whereupon he oversaw all US and Canadian consumer and commercial business finance operations from Des Moines, IA.  He currently spends his efforts in the consumer financial services industry counseling and working for small privately held businesses.  

David Bay Bio

David Bay - Consulting Board Member

David is a Kentucky native graduating with a degree in Music Education at University of Kentucky and a Masters degree in Education from Xavier University. His early years were spent excelling as band director leading his group to breaking records, honors and 3 straight years of placing in state wide competitions. 

In 1988 David started a new life of entrepreneurship. Since then his natural ability to lead and passion for growing people has stretched him to employ over a hundred employees and operating several businesses over several industries including real estate, heating oil, farm gas, commercial lubricant, consulting, skilled nursing care, convenience store and restaurant business.  

Marc C

Marc Chesley - Consulting Board Member

Marc Chesley is a software industry pioneer with a passion for growing people and companies. He is a recognized innovator and operational leader. As former CTO at Infusionsoft, Marc helped grow the company from startup to over $100mm in revenue. He has led as CEO and President of many fast-growth software companies. 

Marc was recognized as Arizona CIO of the Year by the Phoenix Business Journal and the Arizona Technology Council.  The Society for Information Management awarded him Arizona IT Leader of the Year. He currently works as the COO at Paradox (fast-growing software firm) managing product teams, engineering teams, business development teams and serving as general counsel.

Kelly

Kelly Korshak - CTO

Kelly attended Stanford and subsequently the University of Chicago and has a graduate degree in mathematics.  He spent 25+ years on Wall Street, investing over $4 Billion assets for institutional banks and funds including Deutsche Bank, Morgan Stanley, Diamondback Capital, Brevan Howard and Tudor Group. 

His strategy to investing is built around the approach that Artificial Intelligence (A.I.) and machine learning algorithms produce superior risk / reward in the stock market.  This A.I. approach led him to retire from Wall Street with his family in Arizona to start up his own company “Flip Investor”.  

His dream is to empower all individuals to grow their wealth through the power of A.I. SmartFolio technology.

Randy Tate

Randy Tate - CEO

Randy spent his earlier years as a successful collegiate athlete and then self-made entrepreneur.  He grew an athletic apparel company to over $5M+ in revenue, then sold it to a publicly traded sporting conglomerate, Sports Chalet. 

For the last 10+ years he has trained thousands of employees and business owners on how to market effectively, grow sales and build sustainable growth in their companies.

His passion for technology led him to one of the fastest growing software companies called Infusionsoft, which peaked with over 150,000 software users.  As the VP of Business Training for customers, he developed and oversaw the expansion of the Elite Business Education curriculum program.

Since then he has led as the co-founder and CEO of iFlip, SAAS Financial Technology Company.  His passion is to empower all individuals to grow their wealth for the future through the use of AI investing technology.