Iraklis Kourtidis

founder and CEO, Rowboat Advisors

Iraklis Kourtidis founded Rowboat Advisors in 2016, which builds investing software for separately managed accounts with a focus on direct indexing / custom portfolios, ESG, and tax efficiency / tax loss harvesting. Their software is being used by Nitrogen and iCapital. He also wrote the software for the first fully automated version of direct indexing in 2013 for automated investment service Wealthfront, which has billions in AUM under this strategy. He is a software developer with a degree in computer science from Harvard University

Rowboat Advisors

Iraklis’s Recent activity

Portfolio Optimization For Non-Nerds

Aug 31, 2023

Building a portfolio involves tradeoffs and intelligently evaluating them will yield a better result than using rigid cutoffs.

Direct Indexing Doesn't Have To Dwell On The Past

Jun 30, 2023

The strategy and technology that carries it out creates a different set of forward-looking questions where accurate future projections will become increasingly more important.