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passiv.com
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passiv.com

17 technologies
VerifiedVisit195.0K/mo$0M517 Tech
Deep Dive

Passiv: The Autopilot for Your Portfolio

How a 5-person team built a $100K revenue product with 195K monthly visits

While robo-advisors charge 0.25% AUM to manage your money, Passiv offers a different proposition: software that helps you manage your portfolio yourself. With 195,000 monthly visits and a lean 5-person team, they've built a $100K revenue business by solving one specific problem—portfolio rebalancing—better than anyone else.

195K
monthly visits
$100K
annual revenue
5
team size
77%
direct traffic

"They're not selling investment advice—they're selling time back to retail investors who know what they want but hate doing the math."

The DIY Investor's Dilemma

Passiv targets a specific segment: self-directed investors who've chosen their own ETFs (like VFV or XEQT) but struggle with the discipline of rebalancing. Their traffic reveals this intent—'vfv vs xeqt' generates 930 monthly searches, showing users are researching specific ETFs but need help managing the portfolio mechanics. The 77% direct traffic suggests strong brand loyalty and repeat usage, not just casual browsing.

The Lean Growth Engine

With only 18% organic search traffic, Passiv's growth is driven by direct visits and likely word-of-mouth. A 5-person team generating $100K in revenue means each employee contributes ~$20K annually—a remarkably efficient model for fintech. Their tech stack (Tailwind, PWA, Google Analytics) is lean and modern, avoiding the bloat that plagues enterprise finance tools. The 3.3/5 Trustpilot rating from just one review suggests they're still early in building social proof, but their retention metrics tell a stronger story.

The company's positioning is clever: instead of competing with robo-advisors on investment returns, they compete on transparency and control. Their pricing page likely offers a freemium model (given the 'Free Portfolio Rebalancing Software' tagline), converting power users to paid plans. The contact emails (dashboard-v4, reporting, cash-management) reveal a product that's evolved beyond simple rebalancing into comprehensive portfolio management.

  • Solves one specific pain point (rebalancing) instead of being a generic portfolio tracker
  • Targets self-directed investors who reject robo-advisor fees but need software assistance
  • 77% direct traffic indicates strong product-market fit and user retention
  • Lean 5-person team achieves $100K revenue with minimal overhead
  • Modern tech stack (Tailwind, PWA) enables rapid iteration and low maintenance costs
Doesn't provide investment advice or managed portfolios
Focuses on execution software, not advice—lower regulatory burden
Limited social proof (only 1 Trustpilot review)
Direct traffic dominance shows strong user loyalty
Relatively small organic search footprint (18% of traffic)
Niche targeting reduces competition with major robo-advisors

The Quiet Fintech Success Story

Passiv proves that in a market obsessed with AUM, there's still room for software-first solutions that respect investor autonomy. Their real moat isn't capital—it's trust from users who keep coming back.

What tech stack does Passiv use?

29 detected
Programming Languages1
Advertising1
Customer Support1
Web Standards2
Build Tools1
UI Libraries1
Frontend Frameworks1
Tracking & Analytics12
F
Facebook Pixel
G
Google Analytics
G
Google Tag Manager
H
Hotjar
H
Hotjar
R
Reddit Pixel
G
Google Tag Manager
R
Reddit
H
Hotjar
G
Google Analytics
F
Facebook Pixel
F
Facebook

How much traffic does Passiv get?

Traffic & Engagement

195.0K
Monthly Visits
4.8
Pages/Visit
2:53
Avg. Duration
29%
Bounce Rate
Monthly Traffic Trend-44%
346.2K
Oct 2025
Oct
273.8K
Nov 2025
Nov
195.0K
Dec 2025
Dec

Traffic Sources

Search
18%
Direct
77%
Social
1%
Referrals
3%
Email
0%
Paid
0%

Where is Passiv's audience located?

🌍92.2%
🌍4.1%
🌍1.3%
🌍0.6%
🌍0.5%

What keywords does Passiv rank for?

5 keywords
1passiv3.0K vol$2.89
2passiv.com app180 vol
3passiv app150 vol
4passiv auto invest120 vol
5vfv vs xeqt930 vol$1.40

How is Passiv's SEO?

Open Graph Image

OG Image preview
og:image

https://passiv-files.s3.ca-central-1.amazonaws.com/logo.png

Meta Tags

title44 chars

Passiv | Free Portfolio Rebalancing Software

description137 chars

Passiv makes it easy for you to manage your portfolio so that you can save more for retirement and spend more of your time enjoying life.

og:title

Passiv

languageEN

H1 Tags

h1Autopilot for your Portfolio

Who works at Passiv?

Loading leads...

What do customers think of Passiv?

passiv.com

passiv.com

3.3
1 reviews

Categories

Investment Service#undefinedInvestment Company#undefinedNon-Bank Financial Service#undefinedAlternative Financial Service#undefined

Activity & Engagement

Reply Rate
0%
Avg. Reply Time
0.0 days

Contact Information

Reviews (1)

Filter by rating:
Douglas Sterner
9/17/2025
🇺🇸 United States6 reviewsOrganicUnverified
Experience date: 9/17/2025
Service is okay, support is not

The concepts is great; Service is okay for its purpose but Support is none existent. Sent numerous support requests about various things such as adding tickers. Zero response. Doesn't support many of the US tickers I use.

Frequently Asked Questions about Passiv

What is Passiv's Revenue?
Passiv generates approximately $0M in annual revenue. With 5 employees, that's $16,000 per employee.
What does Passiv do?
Passiv makes it easy for you to manage your portfolio so that you can save more for retirement and spend more of your time enjoying life.
How fast is Passiv growing?
Passiv employee count has changed by -29% year over year.
What technologies does Passiv use?
Passiv uses 17 technologies across their website including Fonts, Programming Languages, Cloud & Hosting. Key technologies include Font Awesome, Adobe Fonts, PHP, Amazon Web Services, AWS CloudFront.
Who are Passiv's competitors?
Passiv's main competitors include Dan Martell, Passiv, SmartSkin Technologies, ASETS-CA. These companies operate in similar markets and compete for the same customer base.
What do customers think of Passiv?
Passiv has a Trustpilot score of 3.3 out of 5 (3 stars) based on 1 customer reviews.

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About passiv.com

Passiv makes it easy for you to manage your portfolio so that you can save more for retirement and spend more of your time enjoying life.

Company Overview

passiv.com
Website
finance
Industry
#195,651
Global Rank
195.0K
Monthly Visitors
17
Technologies

Technology Stack

passiv.com uses 17 technologies across their website including Font Awesome, Adobe Fonts, PHP, Amazon Web Services, AWS CloudFront, and more.

Fonts

Font Awesome, Adobe Fonts

Programming Languages

PHP

Cloud & Hosting

Amazon Web Services, AWS CloudFront

Advertising

Facebook Pixel

Customer Support

Zendesk

Analytics & Marketing

Hotjar, Google Tag Manager, Google Analytics

Traffic & Audience

195.0K
Monthly Visits
29%
Bounce Rate
4.8
Pages/Visit
2:53
Avg. Duration

passiv.com receives approximately 195.0K monthly visitors and ranks #195,651 globally. The website has a bounce rate of 29% with visitors viewing an average of 4.8 pages per visit. Users spend an average of 2:53 on the site.

The majority of passiv.com's traffic comes from undefined, undefined, .

Frequently Asked Questions

What is passiv.com?
Passiv makes it easy for you to manage your portfolio so that you can save more for retirement and spend more of your time enjoying life.
How much does passiv.com cost?
You can view passiv.com's pricing and plans on their pricing page. Visit their website for the most up-to-date pricing information.
What technologies does passiv.com use?
passiv.com uses 17 technologies including Font Awesome, Adobe Fonts, PHP, and 11 more. View the full tech stack analysis above.
How do I contact passiv.com?
You can contact passiv.com via email at [email protected] or through their contact page.
How popular is passiv.com?
passiv.com receives approximately 195.0K monthly visitors and ranks #195,651 globally. Traffic is declining by 28.8% month-over-month.

Related Searches

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This page provides publicly available information about passiv.com. Data is collected from various public sources and may not always be up to date. For the most accurate information, please visit passiv.com directly at https://passiv.com.