iQuantifi, Inc.

wealthtech-retailpersonal 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

People

FOUNDERS

Karen Anthony White

NUMBER OF EMPLOYEES

11-50

INVESTORS:

CAP Partners

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

Web Traffic

MONTHLY VISITS

125

AVERAGE VISITS (6 MONTHS)

438.43

MONTHLY VISITS GROWTH

-64.78%

VISIT DURATION

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VISIT DURATION GROWTH

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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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