• FOUNDING YEAR: 2009
    LOCATION:
    United States
    REGION:
    Utah
    Last Update:
    13 Sep, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Online investment Platform It aims in providing financial planning to its users.
REVENUE MODEL:
Viewable by subscribers only
COMMENT
Financial Guard’s technology examines over 28,000 mutual funds and ETFs every month and assigns each fund a grade (‘A’-‘F’), and compares with all other funds in its asset class (large cap, mid cap, international bonds, etc.) based on performance, fees, manager tenure, style purity, risk-adjusted return, and a variety of other sophisticated financial metrics.

PEOPLE

FOUNDERS:
A.J. Remlinger
Board Members and Advisors:
Kevin Pohmer
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Cherokee & Walker

TRACTION

VALUATION / MARKET CAP:
$13.3 MM in 2015
REVENUE:
-

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$2 Millions
SEED & PRIOR FUNDING:
$2 Millions
SEED CLOSED ON:
Jul 2013

LATEST RESEARCH