Zachary (ZAK) Green: Fintech Patent Holder

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I have been leading global sales businesses for more than 2 decades and across 3 marquee, multi-national firms.

Back in 2007 I conceived a compliance-based trading protocol which aimed to democratize investing by leveling the investment playing field for ALL, regardless of one’s financial literacy or socio-economic status. Thus my patents,” Systems and Methods for Controlling Portfolios” were borne. Zak’s patents predate what Yahoo Finance! Forecasts as being a roughly $100B industry by 2030 (Reference).

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What set me off was identifying a need. I realized that affluent investors have access to compliance tools that are intended to help safeguard their investments. They can have Financial Advisors track their investments against the wants and needs of the investor. However, non-affluent investors are not afforded such a luxury. As a result, their hard earned money is often exposed and at a greater risk of loss than their richer counterparts. I felt this was wrong and set about creating a compliance protocol that would serve to safeguard an investor’s invested capital for ALL.

Currently nothing like my patented trading protocol exists in the market. Additionally, the priority date of my patents (from November, 2007) is in the nascent days of FinTech and therefore more valuable than more recently issued patents.
Importantly, while the value propositions of patents can certainly vary, some standard recognized advantages would often include: 1) increasing enterprise value 2) significantly reducing customer acquisition costs – often by up to 30% 3) acting as a deterrent to competitors 4) gaining exposure to a non-correlated asset class

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–End of Story–

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