Frec
frec.comTax-aware investing for smart money
Finance & Fintechdirect-indexingtax-loss-harvestinginvestingwealth-managementindex-fundsfintechportfolio-management
About
Frec is a direct indexing investment platform that allows individuals to invest in market indices while minimizing capital gains taxes. It offers low-cost direct indexing as a tax-efficient alternative to ETFs, along with high-interest cash management via Treasury products. The platform is SEC-registered and SIPC-member, managing over $1 billion in assets.
Problem
Retail investors lose significant returns to capital gains taxes and high wealth management fees that limit access to sophisticated investing strategies.
For
Individual investors seeking tax-efficient investing without a wealth advisor
How it works
Frec uses modern technology to hold individual stocks that mirror an index, enabling automated tax-loss harvesting to minimize capital gains while tracking market performance.
Business model
subscription
Status
launched
Company
Frec