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

Description

FOCUS

PRODUCTS & SERVICES:
Online advisor platforms for investment advisors and broker-dealers.
REVENUE MODEL:
Viewable by subscribers only

PEOPLE

FOUNDERS:
Prashant Mehta, Mary Lou Guistini, Jigar Vyas, Christopher Lengle
Board Members and Advisors:
Kevin R. Alger, Kevin Moynihan, Dr. Kishore Tandon, Mandeep Sihota, Nancy Macagno, Thomas Mazzaferro, Ann Linton

TRACTION

Insufficient information for accurate analysis

MOMENTUM

Insufficient information for accurate analysis

LATEST RESEARCH