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Frec

Frec

Direct indexing platform with tax-loss harvesting

Associate Growth Product Manager - Customer Acquisition

Full-TimePosted on 7/21/2026
$130k - $160k/yr

+ Equity grant

Entry, Junior
San Francisco, CA, USA
In Person

About the job

Requirements
  • 0-2 years of experience.
  • Exceptional analytical ability, intellectual curiosity, and a strong bias toward action.
  • Strong written communication and the ability to explain complex ideas clearly.
  • A genuine interest in investing, wealth management, and consumer finance.
  • High ownership and comfort operating in an early-stage startup environment where priorities move quickly and results matter.
  • Comfort using artificial intelligence tools to increase speed and quality across research, analysis, creative work, reporting, and execution.
Responsibilities
  • Own acquisition-focused growth initiatives across channels and growth surfaces, including referral programs, paid search, influencers, communities, brand activations, and other high-intent acquisition channels.
  • Identify new channels through customer insights and channel research.
  • Build and improve acquisition assets such as landing pages, referral flows, and advertising angles.
  • Analyze performance across the full funnel, including traffic, leads, qualified leads, approved accounts, funded accounts, customer acquisition cost, payback period, assets under management, and customer quality.
Desired Qualifications
  • Internship, project, or work experience in growth, product, or fintech.
  • Evidence of building, launching, growing, or meaningfully contributing to something from zero, such as an app, side business, community, campus organization, or investment club.
  • Experience with SQL, Python, analytics tools, Figma, content management system tools, and customer relationship management systems.

About the company

Frec offers a direct indexing platform that lets self-directed investors own the individual stocks in an index (like the S&P 500) instead of buying an ETF, enabling stock-level tax-loss harvesting. Its core service charges an annual advisory fee starting at 0.09% with a $20,000 minimum and is delivered through a self‑service, mobile app–driven platform. The company operates via two SEC-registered entities: an investment adviser and a FINRA-member broker-dealer, and it also provides zero-commission trading for stocks and ETFs. Additional features include a high-yield Frec Treasury option for cash, a portfolio line of credit secured by stock holdings, and partnerships such as with AngelList to offer money market funds, all aimed at making advanced investing strategies more accessible.

Company Size

11-50

Company Stage

Series A

Total Funding

$26.4M

Headquarters

San Francisco, California

Founded

2021

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Simplify's Take

What believers are saying

  • Frec crossed $1 billion in customer assets on April 27, 2026.
  • February 27, 2026 launches expanded S&P 500 long-short, Diversify, and borrowing.
  • March 31, 2026 white paper and self-serve onboarding strengthen Frec's product-led acquisition.

What critics are saying

  • Frec still lacks disclosed 2024-2026 funding, increasing dependence on capital efficiency.
  • 2026 leverage products and portfolio margin expose Frec to customer losses and compliance scrutiny.
  • A brokerage or securities misstep could trigger FINRA or SEC enforcement and damage trust.

What makes Frec unique

  • Frec offers self-serve direct indexing, not advisor-led wealth management, with tax-loss harvesting.
  • Mo Al Adham launched Frec in 2023 after building Twitvid and Twitter products.
  • Frec bundles indexing, treasury cash, borrowing, and trading inside one platform.

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Benefits

Health Insurance

Dental Insurance

Vision Insurance

Wellness Program

Mental Health Support

Unlimited Paid Time Off

Company Equity

Growth & Insights and Company News

Headcount

6 month growth

-2%

1 year growth

-5%

2 year growth

-2%
FinSMEs
Oct 3rd, 2023
Frec Raises $26.4M in Series A Funding

Frec raises $26.4M in Series A funding.

Benzinga
Oct 3rd, 2023
Frec Launches Direct Indexing, Takes First Mover Advantage - Exclusive Insights From CEO Mo Al Adham (UPDATED)

A self-service investment platform, Frec announced the receipt of $26.4 million in funding that was led by Greylock Partners and participation from Social Leverage, Conversion Capital, and several notable angel investors.

INACTIVE