About

What is iFlip?

iFlip is investing AI software for retirement & personal accounts that uses proven proprietary algorithmic intelligence A.I. to buy, sell or hold stocks to grow wealth.

Our Mission

"To empower individuals to preserve, protect and grow their wealth"

We are here to "flip" the wall street investing world on its head in favor of the individual investor (you). For decades Major Financial Institutions have controlled the investing market with professional mathematical tools. These strategies have always given them a leg up on the average investor (i.e. us) in the stock market. This has given them the ability to charge a variety of fees that most people never know or hear about. Over time, these fees add up to be more than what you’ve actually invested.

Our investing software helps protect your wealth by cutting out the middleman (i.e. financial advisors, mutual funds, brokers and banks) and utilize the power of these algorithmic intelligent tools the wealthy investors have been using for years.

The average person is able to grow their wealth (retirement and stocks) through secure algorithmic trading without paying hefty management fees.

Cutting out the middleman means our customers can have the luxury of owning an investment account that is being managed daily by our algorithmic intelligent software. This tool "Reduces risk to maximize long term gains".

Meet The Team

Randy Tate - Algorithmic trading software

Randy Tate

Co-founder & Chief Executive Officer

Kelly Profile- automated trading software

Kelly Korshak

Co-founder & Chief Technology Officer

Doug Adams

Chief Operating Officer

Heath Smythe

Director of Customer Experience

Abe Kashiwagi

Director of Marketing

Spencer - Stock trading software

Spencer Frame

Director of Digital Marketing

George Profile- online share trading app

George Boatwright

Director of Client Education

Tatiana Nicovic

Manager of Customer Relations

Brian Profile - best mobile trading app

Brian Rice

Product Engineer

Lee Gearhart

Director of Customer Acquisition

Steven - robo trading automated trading

Steven Pfeifer

Digital Media Curator

Advisory Board Members

Marc Chesley

Board Member

David Bay

Board Member

Thomas Shippee

Board Member

Karla Dennis

Board Member

Ed Sweeny

Board Member

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Zero-dollar ($0) commissions are available for Flip Investor Inc. self-directed Individual cash or margin brokerage accounts that trade U.S. listed securities via mobile devices and via web interface. To obtain the commission and fee schedule, please see our website at www.iflipinvest.com. Note that certain Flip Investor Inc. Product features listed are currently in development and will be available in the near future. System execution price, speed, response time, liquidity, market information, and account access times are affected by many factors, including market volatility, size and type of order, market conditions, system performance, and other factors. Some of the information provided show hypothetical results which may or may not represent live performance. All investments involve risk and the past performance of a security, or financial product does not guarantee future results or returns.  Keep in mind that while diversification and the use of algorithms may help manage risk it does not assure a profit, or protect completely against losses, in a down market. There is always the potential of losing money when you invest in securities, or other financial products.  Investors should consider their investment objectives and risks carefully prior to investing.

Margin trading involves interest charges and risks, including the potential to lose more than initially deposited and the possibility of required additional collateral to maintain positions in a down market.  Before using margin, customers must determine whether this type of trading strategy is right for them given their specific investment objectives, experience, risk tolerance, and financial situation. All securities and associated algorithms are offered to self directed customers by Flip Investor Inc & RCM Securities, member FINRA & SIPC. This is not an offer, solicitation of an offer, or advice to buy or sell securities, or open a brokerage account in any jurisdiction where Flip Investor Inc. is not registered.

Randy Tate - Algorithmic trading software

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.

Kelly Profile- automated trading software

Kelly Korshak - CTO

Kelly attended Stanford and subsequently The University of Chicago and has a graduate degree in mathematics.  He spent 30+ 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 mathematical algorithms produce superior risk / reward in the stock market.  This algorithmic intelligence (AI) 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 AI investment technology.

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.

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.

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, .  

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.  

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 as the ultimate tax and business expert. ​

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.