• FOUNDING YEAR: 2012
    LOCATION:
    United States
    REGION:
    California
    Last Update:
    9 Sep, 2019

Description

FOCUS

PRODUCTS & SERVICES:
Financial Planning Engine™ and Intelligent Alerts - It uses artificial intelligence to help investors make better planning decisions and build wealth. It aims to provide better cashflow funding decisions and optimizing deferral rates to the investors.
REVENUE MODEL:
Viewable by subscribers only
EXISTING PARTNERSHIPS:
Intuit - Enable users to connect to 19,000 banks.
COMMENT
It uses behavioral finance techniques and insights from leading investment plans to make it easy to build wealth.

PEOPLE

FOUNDERS:
Uri Pomerantz, Scott Burns
Board Members and Advisors:
Don Lee, Emmett DeMoss, Mark Kapczynski
NUMBER OF EMPLOYEES:
1-10
INVESTORS:
Altair Capital

TRACTION

VALUATION / MARKET CAP:
$3.38 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$450 K
SEED & PRIOR FUNDING:
$450 K
SEED CLOSED ON:
Mar 2013

LATEST RESEARCH