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Transforming Real Estate Communication with Generative AI:
A Smart Investment in the Industry's Future
$1,235,000 Raised
Investments in private placements, start-up investments in particular, are speculative and involve a high degree of risk. Investors must be able to afford the loss of their entire investment. Offers to sell, or the solicitations of offers to buy any security can be made only through official offering documents that contain important information about risks, fees, and expenses associated with the applicable securities. Investors should conduct their own due diligence, not rely on the financial assumptions or statements displayed herein, and are encouraged to consult with a financial advisor, attorney, accountant, tax advisors, and any other professional that can help you to understand and assess the risks associated with any investment opportunity. Past performance does not indicate future results. There is no guarantee that a diversified portfolio will enhance overall returns, outperform a non-diversified portfolio, or prevent against loss.
Overview:
Ask the Agent, Inc. is a cutting-edge Interactive communications software platform that utilizes generative AI initially targeting the real estate industry by offering a comprehensive suite of services for all key stakeholders. The Company delivers powerful, interactive video and conversational AI solutions and more to Agents, Brokers, MLSs, Associations, Internet Portals, and beyond, all within a centralized content management system (CMS). The software platform enables 24/7 on-demand communication, lead generation, and targeted messaging, transforming and elevating how today’s and the next generation of real estate professionals will meet the demands of an ever-changing marketplace.
Ask the Agent’s unique and immersive user experience is further enhanced by a library of avatars—ranging from animated to lifelike digital twins—designed to save clients time and resources when producing video that quickly boosts productivity are among the featured tools curated and bundled for the direct selling industry.
With its innovative value proposition, Ask the Agent is poised to modernize real estate communication, driving better engagement between organizations and their subscribers, brokers to agents and agents to the public, including prospective buyers, sellers, and renters. In an increasingly competitive and fragmented industry, Ask the Agent stands at the forefront, delivering the tools needed to enhance efficiency and improve our clients’ marketing and business strategies.
Market Opportunity:
The U.S. residential real estate market, with approximately 1.5 million realtors, is central to facilitating property transactions for buyers and sellers. However, traditional methods of communication remain dated, time-consuming, inefficient, and lacking in transparency. Ask the Agent directly addresses these challenges by providing a centralized control center to author and distribute content, available on demand 24/7 while uniquely managing outbound/inbound messaging that modernizes and enhances the experience for all parties —buyers, sellers, renters and agents / lessors and related organizations.
The Company’s solutions also extend to the multi-billion-dollar brokerage industry, which is tasked with overseeing and managing the real estate agent workforce. With around 100,000 broker-managed offices across the U.S., Ask the Agent positions itself as a crucial communications platform for brokers to recruit, train, and retain top talent while driving market share growth.
Additionally, Ask the Agent offers value to the approximately 500 Multiple Listing Service (MLS) organizations and 1,000 real estate associations seeking innovative tools to engage their members and compete with online real estate portals. These portals—focused on buying, selling, renting, and vacationing—also represent a significant growth opportunity, positioning Ask the Agent as a versatile platform across multiple segments of the real estate industry.
Unique Value Proposition:
Ask the Agent differentiates itself through its cutting-edge Generative AI powered interactive video & voice platform coupled with advanced conversational AI-powered avatars, designed to deliver immediate, lifelike responses across a wide range of topics.
More than just answering questions, Ask the Agent serves as a forward-looking bridge into the future of conversational AI-powered search engines and communication interfaces. It seamlessly connects portals, brokerages, agents, and clients, blending the best of personalization with automation to deliver a superior user experience in every application.
By offering personalized interactive video supported with Personal Avatars, conversational AI solutions stitched with multimedia podcasting specifically tailored for real estate professionals, Ask the Agent empowers subscribers to create and distribute engaging content that addresses client needs on-demand. This helps subscribers highlight their unique value propositions and stand out in a hyper-competitive and fragmented real estate market. Above all, the communications platform provides our subscribers with a new and unique way to capture self-qualified sales leads with reports that include but are not limited to prospect preferences. A first in the direct selling industry.
Products:
Meet the Agent. A game-changing product designed to give real estate agents a competitive edge by leveraging personalized, interactive video presentations. In a crowded and competitive market, Meet the Agent offers agents a unique platform to connect directly with prospective buyers and sellers, allowing them to stand out and create meaningful first impressions. Through interactive video profiles, agents can showcase their personality, expertise, and value proposition, offering a more authentic and engaging introduction than traditional listings or text-based profiles.
Prospective clients can browse and search through these video profiles, creating an opportunity for agents to demonstrate their local knowledge, past successes, and market insights in a compelling format that builds trust and rapport early in the process. This personalized connection helps agents establish stronger relationships and makes it easier for clients to select the right representative for their needs.
Meet the Agent is designed to be an essential tool for real estate professionals aiming to differentiate themselves in today’s digital-first market. It combines the power of video, AI-driven interactivity, and targeted search functionality to create a streamlined, user-friendly way for agents to connect with clients and secure more business
Agent Broadcast Channel & Podcasting Suite: A powerful content creation and distribution platform designed to elevate real estate professionals by positioning them as trusted experts and thought leaders. Combining a dedicated video channel with integrated podcasting capabilities, this suite enables agents, brokers, and industry thought leaders to produce and share valuable content that engages their audience and enhances their professional brand.
The Agent Broadcast Channel allows agents to deliver relevant and timely insights, tips, best practices, and industry news through engaging video content. This platform empowers agents to maintain ongoing communication with clients and prospects, providing a continuous stream of high-value content that keeps them top-of-mind in a highly competitive marketplace. Whether discussing local market trends, sharing property tips, or addressing common client concerns, agents can use the channel to establish themselves as go-to resource for buyers and sellers alike.
Coupled with the video channel, the Video and Audio Podcasting feature allows agents, brokers, and real estate leaders to publish both short- and long-form podcasts. These podcasts can range from quick market updates to deep-dive discussions on real estate trends, investment strategies, or local community insights. By providing in-depth content through audio and video formats, real estate professionals can further build their personal brand, grow their audience, and reinforce their expertise. The flexibility of podcasting allows professionals to reach listeners who may prefer on-the-go content consumption, extending their reach and visibility in the market.
Together, the Agent Broadcast Channel and Podcasting Suite provide a comprehensive media platform that not only enhances engagement with clients and prospects but also helps real estate professionals establish authority within their niche. This multi-channel approach—offering video, audio, and interactive content—ensures that agents and enterprise clients can differentiate themselves, stay relevant, and maintain a leadership position in an increasingly digital and content-driven real estate industry.
Property Marketing Channel: A cutting-edge platform designed to revolutionize how brokerages and agents market properties, the Property Marketing Channel empowers real estate professionals to deliver personalized, interactive property presentations that significantly enhance buyer engagement. This product not only modernizes the traditional property listing process but also transforms how agents communicate with prospective buyers, creating a more dynamic and responsive real estate experience.
At the core of the Property Marketing Channel is the ability to create customized, interactive property videos that bring listings to life. Agents can showcase properties through immersive video tours that highlight key features, amenities, and local insights, allowing buyers to explore properties virtually from anywhere. These videos go beyond static images and text descriptions, offering an engaging, multimedia experience that captures buyer interest more effectively than traditional listings. By providing a deeper, more personalized look at each property, agents can better communicate the unique selling points of each listing, driving faster and more informed decision-making by buyers.
One of the most innovative aspects of the platform is its searchable, interactive video functionality, which allows buyers to ask questions directly to agents directly from through the property presentations. Whether it’s a question about square footage, neighborhood amenities, or nearby schools, buyers can engage with agents directly through the video interface, getting instant answers to their most pressing questions. This on-demand, interactive communication removes the traditional barriers to timely information sharing, ensuring that buyers receive the details they need to move forward with confidence. This feature also positions agents as responsive, knowledgeable professionals who are available to assist at any moment, enhancing their credibility and fostering trust with prospective clients.
In addition to improving the buyer experience, the Property Marketing Channel streamlines communication between agents and potential buyers by automating responses to frequently asked questions (FAQs). Through AI-driven technology, agents can through Generative AI produce personalized responses to common inquiries, such as pricing, availability, or property features. This automation not only saves agents time but also ensures that buyers receive immediate, consistent information without waiting for a callback or email response.
Furthermore, the platform integrates with video broadcasting and podcasting capabilities, enabling agents and brokerages to distribute regular updates, market trends, or neighborhood guides directly to their audience. This feature enhances long-term engagement by positioning agents as thought leaders and trusted resources in the real estate market, ultimately strengthening their relationships with potential buyers.
BrokerWorks: A next-generation interactive communications platform, that encompasses all the features of Ask the Agent and more for enterprise clients is designed to optimize and streamline brokerage operations, BrokerWorks provides brokerages with a powerful suite of tools to improve efficiency, communication, and talent management. This all-in-one platform addresses the complex needs of brokerages by modernizing core functions, including recruiting, agent retention, onboarding, training, and resource management, ultimately positioning brokerages for sustained growth and a competitive advantage.
At the heart of BrokerWorksTM is its comprehensive administrative dashboard, which allows brokers to manage all communication facets of their operations seamlessly. The platform enables brokerages to communicate directly with their agents, and the public through ATA’s bundled suite of services matching those tools with the needs of each individual broker office. Whether sending training materials, company updates, or market insights, brokers can engage their teams in a dynamic and interactive way, reducing reliance on traditional, slower forms of communication like email and printed memos. The result is smoother daily operations, enhanced collaboration, and a more connected workforce.
BrokerWorksTM can also upgrade efforts in recruiting and agent retention, two critical areas for brokerage success in today’s competitive real estate landscape. The platform enables brokers to create engaging, customized video presentations that highlight the benefits of joining their brokerage, from company culture to support systems and commission structures. These personalized recruitment videos help brokerages stand out when attracting top talent, giving potential agents a firsthand look at what makes the firm unique. Once on board, BrokerWorksTM continues to support agents through a rich suite of onboarding and training tools that ensure a smooth transition and empower agents to hit the ground running. Interactive training videos, tutorials, and resource libraries make it easier for new hires to acclimate quickly, improving retention and reducing churn.
With growth comes greater demand to meet service levels to agents or to the public. With Generative AI solutions for voice questions by phone or internet, BrokerWorksTM helps brokerages wanting to deliver first in class responsiveness to their constituencies.
The products “Meet the Broker” feature enhances broker visibility by allowing brokerages to integrate their profiles into public-facing websites. This feature offers prospective clients and agents a chance to “meet” the leadership team through interactive, personalized video presentations. By showcasing the brokerage’s leadership, vision, and track record, Meet the Broker builds trust and credibility with the audience, whether they are potential recruits or clients, increasing user engagement and strengthening the firm’s brand presence.
Additionally, BrokerWorksTM can enable brokerages to provide essential resources to agents, offering a centralized hub for tools like contract templates, best practices guides, and market reports. This easily accessible repository ensures that agents have everything they need to succeed, while saving brokerages time and money by automating resource distribution.
MLSWorks: A transformative product designed specifically for the nearly 500 Multiple Listing Service (MLS) organizations and 1,000 real estate associations across the U.S. Encompassing all technology stack of Ask the Agent, MLSWorks enhances engagement, service delivery, and value proposition for over one million real estate professionals. By modernizing how MLSs and associations interact with their subscribers, this platform empowers these organizations to deliver a superior member experience while driving efficiency across their operations.
MLSWorks facilitates seamless communication, offering personalized and interactive video messaging, announcements, and training resources that keep subscribers informed and engaged. The platform integrates advanced analytics, providing MLSs with valuable insights into subscriber behaviors, preferences, and needs, helping them tailor their services more effectively. It also supports interactive FAQs, virtual AI powered subscriber service cloud, allowing MLSs to provide instant support and address common inquiries without the need for extensive manual involvement.
In addition to serving internal subscribers, MLS + —the public-facing arm of the product — offers powerful property search and data solutions for consumers. It provides a comprehensive property search engine loaded with detailed listings, rich media content, and relevant market data, allowing MLSs and associations to compete directly with popular online real estate platforms for delivering on demand property information and presentations. MLS + can also aggregate peripheral data, such as neighborhood insights, property history, and market trends, to enhance the home-buying experience for the general public, making the MLS organization a more integral part of the real estate search process.
By offering a one-stop solution for both internal and external audiences, MLSWorks and MLS + enable MLS organizations and associations to redefine their value, engage their members more effectively, and improve the user experience. In an increasingly competitive and tech-driven real estate landscape, MLSWorks positions MLSs and associations at the forefront of innovation, helping them stay relevant, competitive, and responsive to evolving market needs.
Ask the Agent Enterprise: Designed for Online Real Estate Portals, to upgrade and establish more interactivity (through ATA’s technology stack) to upgrade the messaging of property listings to simplify searches across a wide range of industry related verticals, including residential, commercial, multi-family, vacation rental and travel.
Ask the Agent: Avatar Library with Conversational AI:
Ask the Agent introduces an innovative Avatar Library that empowers real estate professionals to elevate their productivity and enhance client interactions through cutting-edge avatar technology. Our Avatar Library features a diverse range of avatars, from animated characters to highly realistic digital twins, designed to cater to various needs and preferences within the real estate industry. All avatars are multilingual adding a further dynamic when interacting with culturally diverse or international audiences.
- Versatile Avatar Options: he library includes avatars that range from charming, animated figures, lifelike digital twins that closely resemble real people to personal avatars that resemble our client’s appearance and persona. This versatility allows real estate professionals to choose the avatar that best fits their brand, audience, and communication style, whether for engaging property presentations, virtual tours, or personalized interactions with their audience.
- Enhanced Client Engagement: By integrating avatars into property listings, video messages, and virtual consultations, agents can offer a more dynamic and interactive experience. Avatars provide a personal touch that helps build rapport with clients, making property presentations, business development or client service more engaging and memorable.
- Time and Cost Efficiency: Digital twins and animated avatars can deliver consistent, high-quality content without the need for repetitive live video sessions. This not only saves time but also reduces costs associated with content production and client meetings. Avatars can handle frequently asked questions, provide property details, and deliver personalized messages on demand, streamlining workflows and improving overall efficiency.
- Personalized Client Interactions: Real estate professionals can customize avatars to reflect their unique style and personality, enhancing brand identity and creating a more personal connection with clients. Avatars can be tailored to match the tone and content of various communications, from introductory videos to detailed property presentations.
- Scalable Solutions: The Avatar Library supports scalable solutions for both individual agents to enterprise clients. Whether you’re looking to create a series of property videos or implement avatars across multiple client interactions, our library offers the flexibility to meet your needs.
- Seamless Integration: Our avatars seamlessly integrate with Ask the Agent’s platform, allowing for smooth implementation into existing workflows and marketing strategies. With easy-to-use tools and customizable features, agents can quickly adopt avatar technology without a steep learning curve.
By leveraging the Ask the Agent Avatar Library, real estate professionals can transform their approach to client engagement and property marketing. The ability to deploy Generative AI animated and digital twin avatars enhances productivity, saves time, and offers a fresh, interactive way to connect with clients. This innovative technology positions agents and brokerages at the forefront of digital real estate solutions, driving better results and a more engaging client experience.
Together, these products create a comprehensive platform that enhances visibility, strengthens client relationships, and establishes real estate professionals as leaders in their field—all essential in driving success in today’s highly competitive real estate market.
Generative AI powered Service Assistants
Our products are designed to tailor customer interactions with customizable agents with unique voices and personalities. This can allow our clients to customize workflows by choosing voices to align with its brand enhancing customer satisfaction and operational efficiency, providing benefits including:
- Offering powerful features for superior inbound management.
- Customizable Workflows to suit specific business processes. Adapt interactions based on customer data, preferences, and historical interactions to provide a seamless and personalized experience.
- Choose from a variety of voices to match a brand’s personality. Whether a client prefers a professional tone or a friendly, conversational style, our brand voice options cater to the brand identify.
- Equip virtual agents with unique personalities that resonate with customers. From empathetic and caring too efficient and professional.
The intuitive interface allows clients to easily configure and adjust settings, update workflows, switch voices and tweak personalities, ensuring that your AI stays aligned with your evolving business needs.
Providing interactions that are tailored to individual user preferences and needs where applicable can significantly boost user satisfaction. Those personalized experiences can lead to happier customers and stronger relationships while obtaining an immediate ROI
Use of Proceeds:
Based on the maximum amount of $1,200,000 is raised.
20.83%
$250,000
Management & Staff
20.83%
$250,000
Marketing
16.66%
$200,000
Software Engineers
12.5%
$150,000
Contract Advances
12.5%
$150,000
Contract Activation
8.34%
$100,000
Accounting & Legal Fees
8.34%
$100,000
Miscellaneous
Why Ask the Agent?
A Partial List of Key Features:
- Customized Avatar with Conversational AI property search engine
- Customized Avatar with Conversational AI powered Listing Agent
- Customized Avatar with Conversational AI powered local information access
- Generative AI powered Stock or Personal Avatars for video authoring
- Generative AI powered Voice Sales & Service Assistants
- Video and Audio Broadcast and Podcasting
- Interactive video with on demand Q&As for property showings
- Interactive video with on demand Q&A’s for agent interviews
- Analytics, Lead generation and unique reports on user preferences & dialog
- On demand 24/7 availability with virtually no capacity limitations
- Publish customizable & personalized user experiences via weblinks & QR codes
- One click share to virtually all social media, print and online channels
- Built in scripting, recorder & teleprompter for publishing made easy
- Scalable, API ready for small and large enterprise opportunities
- Control panel dashboard for centralized administration
- BrokerWorksTM (Broker Product) Features & Benefits
- MLSWorksTM (MLS & Association Product) Features & Benefits
- Enterprise Deployments in related industries such as Commercial, Vacation, Travel & Hospitality markets
- First in Class training and customer support
- First to Market to a large and competitive client base that demands differentiation
- Ask The Agent APP Store
Business Model:
Ask the Agent operates as a Software as a Service (“SaaS”) company, offering three primary products tailored to different segments within the real estate industry: Ask the Agent for independent agents and BrokerWorks & MLSWorks for larger enterprises, including brokers, Multiple Listing Services (“MLSs”), property portals, and other significant real estate organizations. Our business model is designed to accommodate a range of needs from individual professionals to large-scale enterprises, with a focus on scalability and flexibility.
- Annual License Fees: We charge an annual license fee for our products, structured to scale with the size and requirements of our clients. For independent agents, the fee starts at $500 per year, providing access to essential features and support. For enterprise clients such as brokers, MLSs, and property portals, the fees range from $10,000 to $25,000 or more annually, depending on the number of interactions, level of customization, and suite of products provided. This tiered pricing model ensures that clients pay in accordance with the scale and scope of their usage, enabling us to capture value across different market segments.
- Premium Subscriptions: We are exploring opportunities to offer premium subscription tiers that provide enhanced features, advanced analytics, and exclusive content. These premium options will cater to clients seeking additional functionality and greater customization, adding another layer to our revenue model.
- Advertising Partnerships and Sponsorships: As we expand our user base and increase platform engagement, we will explore opportunities for advertising partnerships and sponsorships. These partnerships can include targeted ads within our platform, sponsored content, or promotional placements, providing additional revenue while offering value to our advertising partners and subscribers.
- White Label Licensing: We offer white label licensing options to third-party organizations, allowing them to integrate our technology into their own systems and branding. This enables large enterprises or industry associations to provide our solutions under their own brand, expanding our reach and generating additional revenue streams.
- Software as a “Premium” Comp Giveaway: We offer the opportunity for client to purchase multiple licenses at discounts and distribute to its sales leaders and others within the organization as a benefit of employment or from an affiliate, reseller or other partnership that’s mutually beneficial.
- Secured Contracts: Ask the Agent is forming a significant alliance with the National Association of Realtors (NAR), the largest real estate trade organization in the U.S. This incoming partnership has Ask the Agent becoming a member benefit partner and includes promoting and offering our products to NAR’s approximate 1.5 million real estate agent subscribers, as well as providing access to MLS’, brokerages, and online property portals. This partnership establishes a strong foundation for widespread subscriber acquisition and future profitability.
- Regional and National Contracts: Ask the Agent has already signed early adopting endorsement contracts with both MLS and Broker organizations during our BETA test period. The Company expects these to grow significantly into 2025 as marketing and promotional campaigns start igniting bringing attention to the Company’s products & services.
- Influencers: The Company has already initiated contacts with select real estate and business influencers to adopt the product, use it and promote awareness of the product. This leverages existing video and social media distribution which comprises LinkedIn, Facebook and other content distribution channels.
- Affiliate Network: The Company will be adopting a direct selling and affiliate marketing program, nationwide with those in and outside of real estate to introduce the product, sign up subscribers and extend commissions to our network of sales affiliates. Advantageous is no physical inventory, above average commissions while maintaining a lower cost of new subscriber acquisition.
- International Expansion: The Ask the Agent Video program can be done in 40 plus languages which positions us as a scalable solution to the international direct selling industries. The Company’s CEO already has a relationship with the US Department of Commerce and the Commercial Service to accelerate the export of software programs to real estate and other direct selling industries globally.
- Mergers & Acquisitions: The prop-tech industry is one that continues to be in its formative phase. The result is a hyper-fragmented business where various products and services are being tested by startup or early-stage companies. Many of these enterprises are targets for Ask the Agent to acquire to that can accelerate our overall enterprise value where applicable.
Investing in Ask the Agent, Inc. offers a unique opportunity to be part of the disruption of the real estate market through innovative technology and advanced communication solutions. Our clear roadmap for growth includes expanding our product offerings, enhancing features, and deepening industry partnerships. The early acceptance from industry leaders positions us well for sustainable growth and profitability in the multi-billion-dollar hyper-fragmented and competitive real estate sector.
Ask the Agent is committed to curating further technological innovations and solutions that drive efficiency, engagement, and success for our clients. With a robust business model, strategic partnerships, and a focus on innovation, we are poised to lead the transformation of real estate communications and achieve long-term success in a rapidly evolving market.
Management:
James Beckmann
President & Chief Executive Officer
Jim Beckmann is a talented and proven entrepreneur and start-up professional with a 30-year record of launching, guiding, engineering and fast-tracking successful enterprises in a broad variety of business categories, including education, sports & event marketing, healthcare, financial services and prop tech.
Jim started his first company at 19, and – in his 20’s – became the youngest partner in a CRM firm that was later sold to a publicly held French conglomerate.
Now, with over $250 million in sales and growing, he helps others excel through innovation while overseeing a select portfolio of companies, serves as business consultant/adjunct board member to several start-ups, and speaks at colleges, universities, and economic forums on successful enterprise development, effective networking, and competitive strategies.
Mr. Beckmann has received numerous awards for his start up enterprises and was selected by the Department of Commerce to serve as a Judge for their Select USA Worldwide Investment Conference and selected to mentor Women led tech companies seeking to expand to the United States.
His continuing success is rooted in skills that drive results and in his experience at growing ideas into profitable businesses.
“I’m passionate about inspiring young people to be the next generation of entrepreneurs, and in helping them turning great ideas into great businesses. This is especially vital where businesses can make a positive impact in the communities where we live.”
Gabrielle DeSantis
Chief Operating Officer
Gabrielle DeSantis is a results-driven executive with a passion for operational excellence and driving business growth. As the Chief Operating Officer (COO) of Ask the Agent, Gabrielle plays a pivotal role in shaping the strategic direction and operational efficiency of the Company.
With a diverse background in operations management and business development, Gabrielle brings a wealth of experience to her role at Ask the Agent. Prior to joining the Company, Gabrielle held key leadership positions at prominent technology firms, where she demonstrated a keen ability to optimize processes, foster cross-functional collaboration, and drive scalable growth.
Jay Lucas
Chief Financial Officer
Mr. Lucas has over 30 years of experience managing the finances of company’s generating in excess of 100 million in sales annually. His responsibility includes but is not limited to overseeing the company’s financial planning, projections, budgeting, compliance, supplier negotiating and investor relations.
Camille Anderson
Chief Relationship Officer
As the Chief Relationship Officer of Ask the Agent, Camille brings over two decades of experience in both real estate and executive leadership roles, Camille brings a wealth of knowledge and expertise to her position and is responsible for among other things engaging and maintain new and existing client relationships and the education of the ATA real estate agent subscribers.
Camille is also a real estate agent in Los Angeles and former host of the long running real estate show, “Selling Mega Mansions.” Her experience as a luxury estates agent lends itself to giving the agent’s perspective when developing Ask the Agent.
ALLIANCES:
Broker Dealer
Rialto Markets
Transfer Agent
Rialto Transfer Services LLC
Escrow Agent
Wilmington Trust, National Association
Issuance Technology
Rialto Markets
Updates:
There are no updates at this time.
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Investments in private placements, start-up investments in particular, are speculative and involve a high degree of risk. Investors must be able to afford the loss of their entire investment. Offers to sell, or the solicitations of offers to buy any security can be made only through official offering documents that contain important information about risks, fees, and expenses associated with the applicable securities. Investors should conduct their own due diligence, not rely on the financial assumptions or statements displayed herein, and are encouraged to consult with a financial advisor, attorney, accountant, tax advisors, and any other professional that can help you to understand and assess the risks associated with any investment opportunity. Past performance does not indicate future results. There is no guarantee that a diversified portfolio will enhance overall returns, outperform a non-diversified portfolio, or prevent against loss.
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- holds in good standing a Series 7, 65 or 82 license.
Any questions about the application, how to navigate it, what’s the process, etc. should be directed to Rialto Markets using the contact information provided at the bottom of the investment website.
$1,000,000
Raised
0
Investors
Offering Ends:
Offering Terms
$1,200,000
Maximum Offering
$24,960
Target Offering
$1,200
Minimum Investment
$0.12
Share Price
Not FDIC or SiPC insured.