• FOUNDING YEAR: 2015
    LOCATION:
    United States
    REGION:
    Illinois
    Last Update:
    18 Oct, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Back office platform for financial advisers. The platform helps financial advisors in drift reporting, billing and performance reporting.
MAIN CLIENTS:
Retail business

PEOPLE

FOUNDERS:
Rasheed Hammouda, Adam Hammouda, Alan Illing, Sanjay Sharma
Board Members and Advisors:
Sanjay Sharma, Rasheed Hammouda
NUMBER OF EMPLOYEES:
1-10
INVESTORS:
Angel investors
KEY EMPLOYEES:
Rasheed Hammouda(CEO); Alan Illing(CTO); Sanjay Sharma(President, Head of Operations)

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$722 K
DATE OF LAST FUNDING:
May 2016
SEED & PRIOR FUNDING:
$722 K
SEED CLOSED ON:
May 2016
LISTED:
NO

LATEST RESEARCH