Disclaimer: The OFIP’s first version was developed by Intelligenxe, Inc. (“the Company”) prior to the Company’s first dissolution.
Since its inception in 1999, Intelligenxe, Inc. (“the Company”) has focused on developing, testing, and optimizing its OFIP business model. As part of this effort, the Company—a former subtenant of the World Trade Center—contracted over 100 young researchers, the majority from top universities. Among them was David R. Rivas, Ph.D., the Company’s founder and the inventor of OFIP, an MIT Ph.D. with many years of Wall Street experience.
The Company self-financed this initial phase of OFIP development and testing using investment banking revenues earned from serving corporate clients. During this phase, the Company also applied OFIP’s earliest concepts to track 40 leading Internet and technology stocks, producing institutional research reports that were widely distributed via Bloomberg, IBES/Thomson Financial, Multex, and Zacks.
In 2001, the Company successfully completed the OFIP development and testing phase. Shortly thereafter, operations ceased and the Company was dissolved due to personal circumstances affecting Dr. Rivas. Around the same time, he finalized the OFIP concept and consolidated the business plan, the OFIP patent filing, and the OPTIMAL FUND patent filing.
Following this, work on OFIP was largely paused for several years—except in 2008, when Dr. Rivas successfully validated the model’s potential with feedback from over 120 finance and economics seniors and graduate students from various U.S. universities.
Pre-COVID (prior to 2020), Dr. Rivas believed that the best way to bring OFIP to the industry was through a large-scale relaunch of Intelligenxe, Inc., based on the business plan disclosed in the pre-COVID Evaluation Process (EP), keeping OFIP proprietary and protected by patent rights.
Post-COVID (from 2021 onward), however, Dr. Rivas concluded that it would be more beneficial to global economies and society to open source OFIP and his other innovations: OPTIMAL FUND, AI-TRADER and WALL STREET PROTOCOL.
In recent years, the rise of artificial intelligence (AI) and the evolution of business models have further confirmed the feasibility—and likely superiority—of the OFIP concepts. This time, however, Wall Street interns would be replaced or augmented by AI agents. After various updates and upgrades, this has evolved into INTELLIGENXE’s Strategist platform.