• FOUNDING YEAR: 2014
    LOCATION:
    United States
    REGION:
    TX
    Last Update:
    27 Jun, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Portfolio Management DRAFT helps self-directed investors make smarter decisions by demystifying the complexities of investing and lowers the amount of fees investors pay while educating them on simpler ways to achieve investment goals.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
Retail investors
EXISTING PARTNERSHIPS:
Morningstar, Yodlee,Ameritrade
COMMENT
It gives personalized DRAFT dashboard gives complete financial portrait—starting with your Investment Type,Historical Return, Asset Allocation, and Annual Investment Fees.

PEOPLE

FOUNDERS:
Brad Lawler, Jason Peter
Board Members and Advisors:
Ingrid Vanderveldt, Gary M Cadenhead
NUMBER OF EMPLOYEES:
1-10

TRACTION

VALUATION / MARKET CAP:
$4.33 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$650 K
SEED & PRIOR FUNDING:
$650 K

LATEST RESEARCH