• FOUNDING YEAR: 1999
    LOCATION:
    United States
    REGION:
    Massachusetts
    Last Update:
    14 Feb, 2020

Description

FOCUS

PRODUCTS & SERVICES:
Cloud based tools for financial advisors

PEOPLE

FOUNDERS:
Christopher Thorpe, John Prendergast
Board Members and Advisors:
Sean Park
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Alexis Ohanian, Anthemis Group, Conversion Capital
KEY EMPLOYEES:
John Prendergast (CEO)

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
DATE OF LAST FUNDING:
Dec 2014
SEED CLOSED ON:
Dec 2014
SEED PRIOR FUNDING COMMENT:
The company received an undisclosed amount.
LISTED:
NO

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