iQuantifi, Inc.
wealthtech-retail . personal finance management
FOUNDING YEAR: 2009
LOCATION: United States
Last Update: 19/01/2021
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About
iQuantifi is a RoboPlanner enabling institutions to provide scalable, goal-based digital advice--comprehensive planning and investments--to all your customers. Our software platform integrates your products into actionable recommendations to help your customers achieve their goals while generating highly qualified leads for your institution.
MEDICI Analysis
iQuantifi.com provides personalized financial advice for users to make intent-based purchases of financial products and services. It is the virtual financial advisor that provides comprehensive advice to millennials and young families.
Focus
PRODUCTS & SERVICES
Goal-based investing, personalized investment strategies, real-time advice
REVENUE MODEL
Subscription-based revenue model: The company charges $9.95 per month or $89 per year.
Traction
VALUATION / MARKET CAP:
$7.5 M in 2015
COMPANY TYPE:
For Profit
Momentum
FUNDED
NO
NUMBER OF FUNDING ROUNDS
2
TOTAL FUNDING
$3.7 M
DATE OF LAST FUNDING
Mar 2016
IPO STATUS
Private
ESTIMETED REVENUE RANGE
Less than $1M
SEED & PRIOR FUNDING
$3.7 M
SEED CLOSED ON
Jun 2011
LISTED
NO
company provided insights
Web Traffic
MONTHLY VISITS
125
AVERAGE VISITS (6 MONTHS)
438.43
MONTHLY VISITS GROWTH
-64.78%
VISIT DURATION
---
VISIT DURATION GROWTH
---
PAGE VIEWS VISIT
1
PAGE VIEWS VISIT GROWTH
0%
BOUNCE RATE
100%
BOUNCE RATE GROWTH
0%
GLOBAL TRAFFIC RANK
20,945,148
MONTHLY RANK CHANGE
3,152,931
MONTHLY RANK GROWTH
17.72%
Innovation Programs
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