iQuantifi, Inc.

wealthtech (retail)personal finance management

FOUNDING YEAR: 2009
LOCATION: United States
Last Update: 01/05/2020

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About

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

People

FOUNDERS

Karen Anthony White

Tom White

NUMBER OF EMPLOYEES

11-50

INVESTORS:

CAP Partners

Momentum

FUNDED

YES

TOTAL FUNDING

$3.7 M

DATE OF LAST FUNDING

Mar 2016

SEED & PRIOR FUNDING

$3.7 M

SEED CLOSED ON

Jun 2011

LISTED

NO

Innovation Programs

BASICS

FOUNDING YEAR:

2009

LOCATION:

United States

Views:

108 VISITORS | 213 VIEWS
LATEST FUNDING ROUND

$3.7 M

TOTAL EMPLOYEES
11-50

About

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.

Subscribe to the MEDICI Inner Circle Membership and gain access to an exclusive Slack community where you can engage in discussions with global industry experts!

Focus+
Momentum+
Traction+
People+
Other+

Innovation Programs

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