We’re leveling the investing playing field to give everyone Wall Street tools at Main Street prices.
Get built-in portfolio protection no matter where the market is going next. And when you’re protected, you’ll be amazed at how well your portfolio will perform.
Forget complicated fee structures. Get iFlip for one flat monthly cost with no hidden fees and no strings attached.
We believe in convenience and simplicity that make it easy for anyone to invest, regardless of your financial knowledge and experience.
We designed SmartFolios with you in mind
We weren’t satisfied with current financial products, so we created our own. SmartFolios are baskets of stocks and ETFs powered by our proprietary A.I. to analyze positions daily and act in your best interest.
Whether you have a question about our investing platform, setting up a new account, or
want to know more about how iFlip works, our customer support team is happy to help.
Randy takes pride in being a self-made entrepreneur. His first venture, an athletic apparel company, grew to $5M+ in revenue after which it was sold to a publicly traded sporting conglomerate, Sports Chalet. Randy then spent 10 years Randy training thousands of employees and business owners on how to market effectively, grow sales and build sustainable growth.
His passion for technology led him to one of the fastest growing software companies called Infusionsoft, which he helped grow to over 150,000 users. Now, Randy is using his entrepreneurial spirit and tech-affinity as the CEO of iFlip, helping to empower individuals to grow their wealth using the latest technology.
Kelly attended Stanford and subsequently the University of Chicago where he received his graduate degree in mathematics. Kelly spent 25+ years on Wall Street, investing over $4 billion in assets for institutional banks and hedge funds including Deutsche Bank, Morgan Stanley, Diamondback Capital, Brevan Howard and Tudor Group.
Having seen the power of artificial intelligence and machine learning on Wall Street, Kelly turned his focus toward designing investing tools to help level the playing field for individual investors. Kelly is constantly working on iFlip’s technology to ensure it stays ahead of the market and performs at the highest level.
Doug Adams has more than 30 years of experience as an executive in the IT industry. He has demonstrated success helping companies grow by developing talent and building high performing teams to ensure customer satisfaction.
Most recently as a Senior VP at FusionStorm, he helped grow the company from $440 million to over $1 billion in sales and improved profitability 1,500%. Doug’s previous experience includes 14 years at Oracle and leadership positions at IBM and Andersen Consulting (Accenture).
Rob Simone is an award winning visual storyteller and content producer with almost two decades of experience in fintech marketing and customer acquisition. Rob has consulted for Fortune 100 companies like JP Morgan, Morgan Stanley, and Cigna, helping them in content strategy and user acquisition. He is also the successful founder of 3 marketing and content startups focused on delivering high-quality creative content to growing businesses.
Tom Woolston graduated B.S.E.E., Cum Laude from The George Washington University School of Engineering and Applied Sciences and received his Juris Doctor from the George Washington University School of Law. He is registered to practice before the United States Patent and Trademark Office, the United State Court of Appeals for the Federal Circuit, and the United States Court of Federal Claims.
A decorated veteran of the United States Air Force and the United States Central Intelligence Agency, Tom is the named inventor of 42 United States Patents and publications and has a lifetime of experience in intellectual property, due diligence, management, funding and merger and acquisition matters.
iFlip Ultimate is a concierge service product designed for high net worth client or institutions ($1m+ Net Worth). It as not been released yet
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 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.
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 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 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 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 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 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.