• FOUNDING YEAR: 2012
    LOCATION:
    United Kingdom
    REGION:
    NJ
    Last Update:
    27 Jun, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Its product offerings include: 1. Wealth Management and Advisory: It's brokerage platform empowers users to manage and understand their finance and investing basics. It offers real-time dollar-based investing & fractional share allocations. 2. Brokerage services: It offers real-time dollar-based investing & fractional share allocations. It enables users to invest in equities, regardless of stock price or deposit size.
REVENUE MODEL:
Viewable by subscribers only
EXISTING PARTNERSHIPS:
Wall Street Survivor, StockRadar, CQG, Direct FX, KnowVera
COMMENT
Provide investing and trading platform to access the US market

PEOPLE

FOUNDERS:
Robert Cortright, Aric Rosenbaum
Board Members and Advisors:
Robert Cortright, Aric Rosenbaum, Michael Fitzgerald, Mark Grewe.
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Raptor Group, SBI Holdings, Point72 Ventures, Route 66 Ventures, Senahill Partners, Fenway Summer Ventures, SBI Holdings
KEY EMPLOYEES:
Robert Cortright (CEO), Michael J. Dugan (CFO), Harry Temkin (CIO), Mark Bulger (CCO)

TRACTION

VALUATION / MARKET CAP:
$26.7 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$29.4 Millions
DATE OF LAST FUNDING:
Nov 2018
TOTAL FUNDING COMMENT:
The company is planning to use the fund for further positions the company to take a leading role in modernizing the infrastructure for the financial services ecosystem(April 2018).
SEED & PRIOR FUNDING:
$4 Millions
SEED CLOSED ON:
Mar 2012
FUNDING SERIES:
SERIES A
$4.4 Millions Closed: Apr 2015
SERIES B
$21 Millions Closed: Nov 2018
COMMENTS
SERIES A : An undisclosed fund raised in May 2015.
LISTED:
NO

LATEST RESEARCH