• FOUNDING YEAR: 2000
    LOCATION:
    United States
    REGION:
    Pennsylvania
    Last Update:
    18 Oct, 2019
    Phone:
    +1 800-830-1839

Description

FOCUS

PRODUCTS & SERVICES:
The company provides web-based wealth management platform .
MAIN CLIENTS:
St source bank, Arvest, Central trust & Investment company, Fulton financial advisors, Glenmede, The glenview trust company, Greycourt, Wilmington Trust, Aite, Ceb, Celent

PEOPLE

FOUNDERS:
Bob Stewart, Roland Collins
NUMBER OF EMPLOYEES:
51-200
INVESTORS:
Innovation Works, Vistara Capital

TRACTION

Insufficient information for accurate analysis

MOMENTUM

FUNDED:
YES
DATE OF LAST FUNDING:
Jan 2017
LISTED:
NO
COMMENT:
Debt Financing: $5 M raised in Jan 2017.

LATEST RESEARCH