About the Co-Founders
Guardfolio was co-founded by Elad Nahum and Moshe Cohen Pur, combining deep financial advisory expertise with senior engineering and platform architecture experience.
Elad Nahum brings 17+ years of portfolio management experience, having worked as a financial advisor and pension fund consultant in Israel before building Guardfolio. Moshe Cohen Pur brings 10+ years of engineering experience and over 7 years in financial markets, leading the architecture and infrastructure that powers sync-based portfolio monitoring, financial data pipelines, and the risk alert engine.
Meet the Co-Founders
Elad Nahum
17+ years of portfolio management experience across public-market investments and retirement-account workflows. Former financial advisor who built Guardfolio to bring institutional-style risk visibility to individual investors, without the institutional price tag.
View Elad Nahum on LinkedIn
Moshe Cohen Pur
Moshe brings 10+ years in software engineering and over 7 years of hands-on experience in financial markets. He has built high-throughput, mission-critical systems and integrated machine learning models into production-grade pipelines, with a strong focus on secure infrastructure and scale. At Guardfolio, he is responsible for sync-based portfolio monitoring, financial data pipelines, broker integrations, and the risk alert engine, giving investors clear visibility into portfolio risk after synchronized updates.
View Moshe on LinkedInExpertise & Experience
Our team brings together diverse expertise across finance, technology, and AI:
- Portfolio risk analysis and management (20+ years institutional experience)
- AI and machine learning for financial markets
- Multi-asset portfolio monitoring (stocks, ETFs, mutual funds, and retirement accounts)
- Concentration risk detection and mitigation
- Volatility analysis and market stress testing
- Financial technology and secure broker integrations
- Investment research and market analysis
- Regulatory compliance and financial security
- Software engineering and scalable platform development
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Our Mission
We believe every investor deserves access to the same sophisticated risk management tools used by institutional investors. Guardfolio was built to democratize portfolio protection, helping investors identify and mitigate risks before they cause significant losses.
Our team combines deep financial expertise with cutting-edge technology to create a platform that checks synchronized portfolio data, calculates health scores, and sends threshold-based risk alerts. Whether you're managing stocks, ETFs, mutual funds, or retirement accounts, we provide the visibility you need to understand your portfolio risk.
Great technology should serve everyone, not just institutions with deep pockets. That's why we've built Guardfolio with individual investors in mind, providing the same level of sophisticated risk monitoring that professionals rely on.
What We Built
Guardfolio is an AI-powered portfolio monitoring platform that provides:
- Sync-based portfolio monitoring across your accounts
- AI-powered risk alerts for concentration, volatility, and diversification issues
- Portfolio health scoring to track overall risk levels
- Multi-asset support for stocks, ETFs, mutual funds, and retirement accounts
- Secure broker integrations for automatic portfolio tracking
- Educational insights that help investors understand and monitor risk