Xantos vs Staax

Hi there from Xantos! We are an investment manager for the next generation of investors. As an SEC-registered adviser, we build and manage investment portfolios for everyday folks. Our mission is to offer a low minimum, low fee, and premium investing experience so anyone can invest like a pro without having to learn finance jargon! We strive for exceptional risk-adjusted returns. We are fully transparent and pragmatic in educating our clients about how and what we invest. - Premium experience: We don’t just manage your investments, we explain it all and always serve in your best interest! - Easy to use: Quickly onboard and set up an account in under 5 mins from your couch. - Simple fees: $0 performance fees. Fees are charged monthly and deducted from your account - never worry about overdraft fees with us. - SIPC protection: Our custodian is a member of FINRA/SIPC. Securities in your account are protected up to $500,000. Learn more at www.sipc.org. - No lock-in: Life happens. Cancel and close your account anytime. Disclosures: Investment Advisory Services are offered through Xantos Labs LLC (“Xantos”), an SEC-registered investment advisor. Brokerage and custodial services are offered through Alpaca Securities LLC, a FINRA/SIPC member. Nothing in this communication or the application (the “App”) should be construed as tax advice, a solicitation or offer, or recommendation, to buy or sell any security in any jurisdiction where such an offer, solicitation, or recommendation would be unlawful or unauthorized. To open an account, you must be at least 18 years of age. Links provided to other server sites are offered as a matter of convenience and are not intended to imply that Xantos Labs or its affiliates endorses, sponsors, promotes, and/or is affiliated with the owners of or participants in those sites, or endorses any information contained on those sites unless expressly stated otherwise. All investing involves risk, including possible loss of money you invest, and past performance does not guarantee future performance. Before taking action, please see our Brochure and Full Disclosures for important details. © 2024 Xantos Labs LLC. All rights reserved.

Staax lets you pay and get paid in fractional shares of stock for everyday transactions. We make investing in stocks social, and allow you to embed investing into your lifestyle. On Staax you can send your friends as little as $1 of stock for dinner last night, phone bill, or coffee! Start building your portfolio with friends today. INTRODUCING PAYMENTS IN STOCKS: Staax lets you build your portfolio just by getting paid back by your friends. Instead of getting paid back in cash for reimbursements, you can choose to get paid in any of your top five favorite stocks. You can change your mind and swap out for cash as well, if you prefer to receive a different stock or later invest it at a different date. We encourage everyone to focus on the long-term benefits of investing, and contributing to their portfolio in a diverse and frequent way. NO FEES: We take $0 commission on stock / ETF trading and payments. There will be no fees regardless of the dollar ($) amount transacted or invested. FRACTIONAL SHARES: Invest, send and receive as little as $1. Invest in the companies you believe in with fractional shares, without any pressure to buy whole shares of stock. BECOME SOCIAL: Receive access to a rolling feed of real-time transactions that are happening within your community, where you can engage in conversation by “liking” and “commenting”. Check out what stocks people are sending, receiving, and investing in. Follow your friends, and gain insight on their favorite stocks. Directly invest in your friends every time you pay them back, and contribute to their long-term portfolio. Learn to invest in a social environment! EXPLORE: Search for friends, stocks, and ETFs on the explore page. Check out what’s trending, and keep up to date on current events by getting access to in-app news article links. SAFE AND SECURE: At Staax, we’ve got your back, and we hold privacy and security to the highest standards. We use bank-level security, SSL and 256-bit encryption to ensure your information is fully protected. We use Plaid to link your bank accounts, which is a safe and secure way to transfer your funds into Staax. Our brokerage partner Alpaca is a member of FINRA and SIPC, and your account is protected up to $500,000.