• FOUNDING YEAR: 2012
    LOCATION:
    United States
    REGION:
    New York
    Last Update:
    18 Oct, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Provide services such as data aggregation, multi-assest class accounting & analytics for wealth management to the family offices, private investors and multi-managers. Aims at simplifying the complex data into accurate data providing better insights to the clients.
MAIN CLIENTS:
Banks, wealth managers and high-net worth private investors

PEOPLE

FOUNDERS:
Howard Yen, Hugh Nguyen
Board Members and Advisors:
Dana Spiegel, David Eisner, Eric Frank, Jim Li, Stanley Goldstein, Todd Bradley, R. Todd Ruppert, Victoria Vysotina
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Bradley C. Harrison, Flatiron Investors, Green Visor Capital, Scout Ventures, SenaHill Partners, Thayer Street Partners, John Ryu, Simon Yoo, Peter Secor, Bradley C. Harrison, Steven Lau, Benjamin Pofcher, Michael Walsh, Sergei Kovalenko, Stephen Rodriguez, David Kressel, Hugh Nguyen, Gillian Sandler, David Eisner, Rahul Doshi, Victoria Vysotina

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
TOTAL FUNDING COMMENT:
An undisclosed amount was funded in Series A round.
LISTED:
NO

LATEST RESEARCH