Knowledge Base

Most Frequently Asked Questions:

When you open an investment account with iFlip your money is held at a registered clearing broker, in our case Electronic Trade Clearing or “ETC”. ETC is a SIPC insured broker dealer, meaning your account is insured against default by an agency of the federal government up to $500,000. This gives your account the ability to trade and invest in securities.

RCM Securities is the “introductory broker” that iFlip has a relationship with. They are responsible for allowing your account to open at ETC. RCM allows iFlip to execute your orders at the various exchanges. RCM enables the iFlip platform to legally execute trades on your behalf.

Only the account holder(s) can request money. That request can be directed to ETC directly at their website by logging to www.etc-clearing.com and using your iFlip log in credentials.

RCM will deliver by email all statements of your account at ETC.

Yes. Your funds are held at a registered clearing broker – ETC Clearing – who is SIPC insured.

Common Stock Terminology

Simulation mode allows you to learn from the FLIP Platform and practice without risking real money. The product is delivered in simulation mode.

iFlip Invest was officially established in 2015.

iFlip is a Software as a service company (SAAS).

This term refers to testing a trading idea with historical data to determine how it has performed in the past and if the idea has efficacy.

Using historical or current market data to walk a strategy forward in an attempt to test for efficacy, prevent curve fitting and provide another indicator that a trading idea is either good or bad.

When a trading system generates a buy or sell indicator this is referred to as a signal. An alert is how it is delivered to you via text or email for example.

A symbol refers to a stock typically short for a ticker symbol. For example NKE for Nike.

A system is a composition of rules that are used to determine entry and exit points. Also referred to as a strategy.

A set of rules that determine entry and exit points.

An acronym for system symbol pair. In the strategy builder when creating a portfolio you pair systems and symbols to build a portfolio.

A basket of stocks, ETF, and bonds

A display that allows you to interact with the software and view your positions and progress.

The page within the portfolio builder that displays the statistics for a selected System Symbol Pair (SSP).

The section of the software where you can build your portfolio and your system symbol pairs.

Plain and simple, stock is a share in the ownership of a company. Stock represents a claim on the company’s assets and earnings.

An ETF trades like a stock on a stock exchange and looks like a mutual fund. Its performance tracks an underlying index, which the ETF is designed to replicate.

A bond is a debt investment in which an investor loans money to an entity (typically corporate or governmental) which borrows the funds for a defined period of time at a variable or fixed interest rate.

Risk management is the process of identification, analysis and either acceptance or mitigation of uncertainty in investment decision-making. Essentially, risk management occurs anytime an investor or fund manager analyzes and attempts to quantify the potential for losses in an investment and then takes the appropriate action (or inaction) given their investment objectives and risk tolerance.

Technical Trading: Technical traders are obsessed with charts and graphs, watching lines on stock or index graphs for signs of convergence or divergence that might indicate buy or sell signals.

Any class of metrics whose value is derived from generic price activity in a stock or asset. Technical indicators look to predict the future price levels, or simply the general price direction, of a security by looking at past patterns.

The power to produce a desired result or effect. When proposed trading strategies are tested they are generally tested for efficacy over long periods of time.

A sector is an area of the economy in which businesses share the same or a related product or service.

Shares in a company whose earnings are expected to grow at an above-average rate relative to the market.

A dividend is a distribution of a portion of a company’s earnings, decided by the board of directors, to a class of its shareholders.

A trading strategy designed to help a client derive income.

Diversification is a financial management strategy that combines a variety of investments into your financial portfolio.  According to many financial experts, this diversification strategy allows for a healthier and safer portfolio by reducing risk while maintaining strong return potential. We have found this to be a myth.

That is a decision that only you can decide. If you have questions regarding suitability or risk tolerance it is always a good idea to talk to an Investment Advisor.

Compliance is the adherence of applicable laws, rules and regulations, both federal, state and local. iFlip is a software related company and does not provide financial advice.

No, Flipping Wall Street sells software ONLY and does not provide financial advice. For financial advice one should speak to an Investment Advisor.

Nothing, past performance is not indicative of future results. However, the client can enter stocks into the platform to learn and if they need specific recommendations regarding suitability they should contact a licensed Investment Advisor.

According to the DSA, direct sales is a 30 billion dollar industry that offers products directly to a customer away from a fixed retail location.

Shares are units of ownership interest in a corporation or financial asset.  While owning shares in a business does not mean that the shareholder has direct control over the business’s day-to-day operations, being a shareholder does entitle the possessor to an equal distribution is any profits.  The two main types of shares are common shares and preferred shares.

Volume is the number of shares or contracts traded in a security or an entire market during a given period of time.

William F. Sharpe, an American economist who won the 1990 Nobel Prize in Economics, along with Harry Markowitz and Merton Miller, for developing models to assist with investment decision making. Sharpe’s capital asset pricing model (CAPM) calculates expected returns based on varied levels of risk and states that taking on more risk is necessary to earn a higher return. Corporations, institutions and pension fund managers have all used CAPM theory to manage risk.

Remove everything from your portfolio in the Strategies tab. Then login to your to your brokerage account and manually close your positions. You can also call your broker/dealer or iFlip Invest Advisor

Send an email to support@flipwallstreet.com and on the subject line write Close Account with Your Username. In the body please include your name and phone number.

Remove everything from your portfolio in the Strategies tab. Then login to your to your brokerage account and manually close your positions. You can also call your broker/dealer or iFlip Invest Advisors.

Login to the My Portfolios tab and begin editing your portfolio. Refer to training videos for more information.

Return on investment (ROI) typically corresponding to a specific time period and measures the amount of return on an investment relative to the investment’s cost.

Not to begin simulating with the software. All software accounts begin in simulation mode so you can get comfortable and learn from the software. If you wish to use the tool to help you manage your portfolio and to begin trading live, you would then need a brokerage account.

You should speak to an Investment Advisor for suitability and risk tolerance.

Automated trading systems, also referred to as mechanical trading systems, algorithmic trading, or system trading, allow traders to establish specific rules for both trade entries and exits that, once programmed, can be automatically executed via a computer.

Financial companies use algorithms in areas such as loan pricing, stock trading and asset-liability management. For example, algorithmic trading, known as “Algo,” is used for deciding the timing, pricing and quantity of stock orders. “Algo” trading, also known as automated trading or black-box trading, uses a computer program to buy or sell securities at a pace not possible for humans. Since prices of stocks, bonds and commodities appear in various formats online and in trading data, the process by which an algorithm digests scores of financial data becomes easy. The user of the program simply sets the parameters and gets a desired output when securities meet the trader’s criteria.

Buying and selling stocks according to a screen based on predetermined criteria, usually with the help of technical indicators such as relative strength or momentum. This method allows traders to enter transactions without emotion and back-test their strategies by using historical data from any time period.

A market order is an order that an investor makes through a broker or brokerage service to buy or sell an investment immediately at the best available current price. A market order is the default option and is likely to be executed because it does not contain restrictions on the buy/sell price or the time frame in which the order can be executed.

A limit order is an order placed with a brokerage to buy or sell a set number of shares at a specified price or better. Because the limit order is not a market order, it may not be executed if the price set by the investor cannot be met during the period of time in which the order is left open. Limit orders also allow an investor to limit the length of time an order can be outstanding before being canceled.

An order placed with a broker to sell a security when it reaches a certain price. A stop-loss order is designed to limit an investor’s loss on a position in a security. Although most investors associate a stop-loss order only with a long position, it can also be used for a short position, in which case the security would be bought if it trades above a defined price. A stop-loss order takes the emotion out of trading decisions and can be especially handy when one is on vacation or cannot watch his/her position. However, execution is not guaranteed, particularly in situations where trading in the stock is halted or gaps down (or up) in price. Also known as a “stop order” or “stop-market order.”

A stop order that can be set at a defined percentage away from a security’s current market price. A trailing stop for a long position would be set below the security’s current market price; for a short position, it would be set above the current price. A trailing stop is designed to protect gains by enabling a trade to remain open and continue to profit as long as the price is moving in the right direction, but closing the trade if the price changes direction by a specified percentage. A trailing stop can also specify a dollar amount instead of a percentage. Also known as a “chandelier stop.”

A profit and loss statement (P&L) is a financial statement that summarizes the revenues, costs and expenses incurred during a specific period of time, usually a fiscal quarter or year. These records provide information about a company’s ability – or lack thereof – to generate profit by increasing revenue, reducing costs, or both. The P&L statement is also referred to as “statement of profit and loss”, “income statement,” “statement of operations,” “statement of financial results,” and “income and expense statement.”

There are many types of brokerage fees added in areas such as insurance, realty, delivery services or stocks. Brokerage fees will usually be based on either a percentage of the transaction or a flat fee. They can also be a combination of the two.

A mutual fund is an investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. Mutual funds are operated by money managers, who invest the fund’s capital and attempt to produce capital gains and income for the fund’s investors. A mutual fund’s portfolio is structured and maintained to match the investment objectives stated in its prospectus.

A bond fund is a fund invested primarily in bonds and other debt instruments. The exact type of debt the fund invests in will depend on its focus, but investments may include government, corporate, municipal and convertible bonds, along with other debt securities like mortgage-backed securities.

A widely used indicator in technical analysis that helps smooth out price action by filtering out the “noise” from random price fluctuations. A moving average (MA) is a trend-following or lagging indicator because it is based on past prices. The two basic and commonly used MAs are the simple moving average (SMA), which is the simple average of a security over a defined number of time periods, and the exponential moving average (EMA), which gives bigger weight to more recent prices. The most common applications of MAs are to identify the trend direction and to determine support and resistance levels. While MAs are useful enough on their own, they also form the basis for other indicators such as the Moving Average Convergence Divergence (MACD).

Moving average convergence divergence (MACD) is a trend-following momentum indicator that shows the relationship between two moving averages of prices. The MACD is calculated by subtracting the 26-day exponential moving average (EMA) from the 12-day EMA. A nine-day EMA of the MACD, called the “signal line”, is then plotted on top of the MACD, functioning as a trigger for buy and sell signals. Traders also watch for a move above or below the zero line because this signals the position of the short-term average relative to the long-term average. When the MACD is above zero, the short-term average is above the long-term average, which signals upward momentum. The opposite is true when the MACD is below zero. As you can see from the chart above, the zero line often acts as an area of support and resistance for the indicator.

Because standard deviation is a measure of volatility, Bollinger Bands® adjust themselves to the market conditions. When the markets become more volatile, the bands widen (move further away from the average), and during less volatile periods, the bands contract (move closer to the average). The tightening of the bands is often used by technical traders as an early indication that the volatility is about to increase sharply. This is one of the most popular technical analysis techniques. The closer the prices move to the upper band, the more overbought the market, and the closer the prices move to the lower band, the more oversold the market.

Other Questions

Simulation mode allows you to learn from the FLIP Platform and practice without risking real money. The product is delivered in simulation mode.

iFlip Invest was officially established in 2015.

iFlip is a Software as a service company (SAAS).

This term refers to testing a trading idea with historical data to determine how it has performed in the past and if the idea has efficacy.

Using historical or current market data to walk a strategy forward in an attempt to test for efficacy, prevent curve fitting and provide another indicator that a trading idea is either good or bad.

When a trading system generates a buy or sell indicator this is referred to as a signal. An alert is how it is delivered to you via text or email for example.

A symbol refers to a stock typically short for a ticker symbol. For example NKE for Nike.

A system is a composition of rules that are used to determine entry and exit points. Also referred to as a strategy.

A set of rules that determine entry and exit points.

An acronym for system symbol pair. In the strategy builder when creating a portfolio you pair systems and symbols to build a portfolio.

A basket of stocks, ETF, and bonds

A display that allows you to interact with the software and view your positions and progress.

The page within the portfolio builder that displays the statistics for a selected System Symbol Pair (SSP).

The section of the software where you can build your portfolio and your system symbol pairs.

Plain and simple, stock is a share in the ownership of a company. Stock represents a claim on the company’s assets and earnings.

An ETF trades like a stock on a stock exchange and looks like a mutual fund. Its performance tracks an underlying index, which the ETF is designed to replicate.

A bond is a debt investment in which an investor loans money to an entity (typically corporate or governmental) which borrows the funds for a defined period of time at a variable or fixed interest rate.

Risk management is the process of identification, analysis and either acceptance or mitigation of uncertainty in investment decision-making. Essentially, risk management occurs anytime an investor or fund manager analyzes and attempts to quantify the potential for losses in an investment and then takes the appropriate action (or inaction) given their investment objectives and risk tolerance.

Technical Trading: Technical traders are obsessed with charts and graphs, watching lines on stock or index graphs for signs of convergence or divergence that might indicate buy or sell signals.

Any class of metrics whose value is derived from generic price activity in a stock or asset. Technical indicators look to predict the future price levels, or simply the general price direction, of a security by looking at past patterns.

The power to produce a desired result or effect. When proposed trading strategies are tested they are generally tested for efficacy over long periods of time.

A sector is an area of the economy in which businesses share the same or a related product or service.

Shares in a company whose earnings are expected to grow at an above-average rate relative to the market.

A dividend is a distribution of a portion of a company’s earnings, decided by the board of directors, to a class of its shareholders.

A trading strategy designed to help a client derive income.

Diversification is a financial management strategy that combines a variety of investments into your financial portfolio.  According to many financial experts, this diversification strategy allows for a healthier and safer portfolio by reducing risk while maintaining strong return potential. We have found this to be a myth.

That is a decision that only you can decide. If you have questions regarding suitability or risk tolerance it is always a good idea to talk to an Investment Advisor.

Compliance is the adherence of applicable laws, rules and regulations, both federal, state and local. iFlip is a software related company and does not provide financial advice.

No, Flipping Wall Street sells software ONLY and does not provide financial advice. For financial advice one should speak to an Investment Advisor.

Nothing, past performance is not indicative of future results. However, the client can enter stocks into the platform to learn and if they need specific recommendations regarding suitability they should contact a licensed Investment Advisor.

According to the DSA, direct sales is a 30 billion dollar industry that offers products directly to a customer away from a fixed retail location.

Shares are units of ownership interest in a corporation or financial asset.  While owning shares in a business does not mean that the shareholder has direct control over the business’s day-to-day operations, being a shareholder does entitle the possessor to an equal distribution is any profits.  The two main types of shares are common shares and preferred shares.

Volume is the number of shares or contracts traded in a security or an entire market during a given period of time.

William F. Sharpe, an American economist who won the 1990 Nobel Prize in Economics, along with Harry Markowitz and Merton Miller, for developing models to assist with investment decision making. Sharpe’s capital asset pricing model (CAPM) calculates expected returns based on varied levels of risk and states that taking on more risk is necessary to earn a higher return. Corporations, institutions and pension fund managers have all used CAPM theory to manage risk.

Remove everything from your portfolio in the Strategies tab. Then login to your to your brokerage account and manually close your positions. You can also call your broker/dealer or iFlip Invest Advisor

Send an email to support@flipwallstreet.com and on the subject line write Close Account with Your Username. In the body please include your name and phone number.

Remove everything from your portfolio in the Strategies tab. Then login to your to your brokerage account and manually close your positions. You can also call your broker/dealer or iFlip Invest Advisors.

Login to the My Portfolios tab and begin editing your portfolio. Refer to training videos for more information.

Return on investment (ROI) typically corresponding to a specific time period and measures the amount of return on an investment relative to the investment’s cost.

Not to begin simulating with the software. All software accounts begin in simulation mode so you can get comfortable and learn from the software. If you wish to use the tool to help you manage your portfolio and to begin trading live, you would then need a brokerage account.

You should speak to an Investment Advisor for suitability and risk tolerance.

Automated trading systems, also referred to as mechanical trading systems, algorithmic trading, or system trading, allow traders to establish specific rules for both trade entries and exits that, once programmed, can be automatically executed via a computer.

Financial companies use algorithms in areas such as loan pricing, stock trading and asset-liability management. For example, algorithmic trading, known as “Algo,” is used for deciding the timing, pricing and quantity of stock orders. “Algo” trading, also known as automated trading or black-box trading, uses a computer program to buy or sell securities at a pace not possible for humans. Since prices of stocks, bonds and commodities appear in various formats online and in trading data, the process by which an algorithm digests scores of financial data becomes easy. The user of the program simply sets the parameters and gets a desired output when securities meet the trader’s criteria.

Buying and selling stocks according to a screen based on predetermined criteria, usually with the help of technical indicators such as relative strength or momentum. This method allows traders to enter transactions without emotion and back-test their strategies by using historical data from any time period.

A market order is an order that an investor makes through a broker or brokerage service to buy or sell an investment immediately at the best available current price. A market order is the default option and is likely to be executed because it does not contain restrictions on the buy/sell price or the time frame in which the order can be executed.

A limit order is an order placed with a brokerage to buy or sell a set number of shares at a specified price or better. Because the limit order is not a market order, it may not be executed if the price set by the investor cannot be met during the period of time in which the order is left open. Limit orders also allow an investor to limit the length of time an order can be outstanding before being canceled.

An order placed with a broker to sell a security when it reaches a certain price. A stop-loss order is designed to limit an investor’s loss on a position in a security. Although most investors associate a stop-loss order only with a long position, it can also be used for a short position, in which case the security would be bought if it trades above a defined price. A stop-loss order takes the emotion out of trading decisions and can be especially handy when one is on vacation or cannot watch his/her position. However, execution is not guaranteed, particularly in situations where trading in the stock is halted or gaps down (or up) in price. Also known as a “stop order” or “stop-market order.”

A stop order that can be set at a defined percentage away from a security’s current market price. A trailing stop for a long position would be set below the security’s current market price; for a short position, it would be set above the current price. A trailing stop is designed to protect gains by enabling a trade to remain open and continue to profit as long as the price is moving in the right direction, but closing the trade if the price changes direction by a specified percentage. A trailing stop can also specify a dollar amount instead of a percentage. Also known as a “chandelier stop.”

A profit and loss statement (P&L) is a financial statement that summarizes the revenues, costs and expenses incurred during a specific period of time, usually a fiscal quarter or year. These records provide information about a company’s ability – or lack thereof – to generate profit by increasing revenue, reducing costs, or both. The P&L statement is also referred to as “statement of profit and loss”, “income statement,” “statement of operations,” “statement of financial results,” and “income and expense statement.”

There are many types of brokerage fees added in areas such as insurance, realty, delivery services or stocks. Brokerage fees will usually be based on either a percentage of the transaction or a flat fee. They can also be a combination of the two.

A mutual fund is an investment vehicle that is made up of a pool of funds collected from many investors for the purpose of investing in securities such as stocks, bonds, money market instruments and similar assets. Mutual funds are operated by money managers, who invest the fund’s capital and attempt to produce capital gains and income for the fund’s investors. A mutual fund’s portfolio is structured and maintained to match the investment objectives stated in its prospectus.

A bond fund is a fund invested primarily in bonds and other debt instruments. The exact type of debt the fund invests in will depend on its focus, but investments may include government, corporate, municipal and convertible bonds, along with other debt securities like mortgage-backed securities.

A widely used indicator in technical analysis that helps smooth out price action by filtering out the “noise” from random price fluctuations. A moving average (MA) is a trend-following or lagging indicator because it is based on past prices. The two basic and commonly used MAs are the simple moving average (SMA), which is the simple average of a security over a defined number of time periods, and the exponential moving average (EMA), which gives bigger weight to more recent prices. The most common applications of MAs are to identify the trend direction and to determine support and resistance levels. While MAs are useful enough on their own, they also form the basis for other indicators such as the Moving Average Convergence Divergence (MACD).

Moving average convergence divergence (MACD) is a trend-following momentum indicator that shows the relationship between two moving averages of prices. The MACD is calculated by subtracting the 26-day exponential moving average (EMA) from the 12-day EMA. A nine-day EMA of the MACD, called the “signal line”, is then plotted on top of the MACD, functioning as a trigger for buy and sell signals. Traders also watch for a move above or below the zero line because this signals the position of the short-term average relative to the long-term average. When the MACD is above zero, the short-term average is above the long-term average, which signals upward momentum. The opposite is true when the MACD is below zero. As you can see from the chart above, the zero line often acts as an area of support and resistance for the indicator.

Because standard deviation is a measure of volatility, Bollinger Bands® adjust themselves to the market conditions. When the markets become more volatile, the bands widen (move further away from the average), and during less volatile periods, the bands contract (move closer to the average). The tightening of the bands is often used by technical traders as an early indication that the volatility is about to increase sharply. This is one of the most popular technical analysis techniques. The closer the prices move to the upper band, the more overbought the market, and the closer the prices move to the lower band, the more oversold the market.

You were referred by

Zero-dollar ($0) commissions are available for 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.

Past performance is not indicative of future performance. iFlip data results assembled using various Flip algorithms applied to the equities listed on this webpage (if any). Results compiled for each equity and each algorithm assume a 10,000 initial investment beginning on Jan 1st 2005. A $0.01 / share commission applied. All iFlip price assumptions are based on the opening price of each day as found in Yahoo finance. Yearly NAV data points compiled by compounding annual returns using standard year over year accounting. S&P500 results are derived using the SPY as a proxy. The data on this webpage is not intended as a solicitation. Always seek professional advice for suitability.

A.I. Smart Folios Automated Stock Trading

Download our app to find out more about this SmartFolio.

iFlip Ultimate

iFlip Ultimate is a concierge service of iFlip Financial designed for high net worth client or institutions ($1m+ Net Worth). Click below to get started.

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 copy 2

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 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.

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.