• FOUNDING YEAR: 2010
    LOCATION:
    United States
    REGION:
    California
    Last Update:
    18 Oct, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Digital investment advisory-Investment Management, Retirement Advice, College Savings Software Services
REVENUE MODEL:
Viewable by subscribers only

PEOPLE

FOUNDERS:
Jared McFarland, Jon Xu, Bo Lu, Clyde Law
Board Members and Advisors:
Jon Xu, Clyde Law, Jared McFarland, Bo Lu
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
Canvas venture Fund

TRACTION

VALUATION / MARKET CAP:
$48 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$21.5 Millions
SEED & PRIOR FUNDING:
$1 Million
FUNDING SERIES:
SERIES A
$5 Millions Closed:
SERIES B
$15.5 Millions Closed:
LISTED:
NO

LATEST RESEARCH