• FOUNDING YEAR: 2009
    LOCATION:
    United States
    REGION:
    Tennessee
    Last Update:
    14 Feb, 2020

Description

FOCUS

PRODUCTS & SERVICES:
Goal-based investing, personalized investment strategies, real-time advice
REVENUE MODEL:
Viewable by subscribers only

PEOPLE

FOUNDERS:
Karen Anthony White, Tom White
NUMBER OF EMPLOYEES:
11-50
INVESTORS:
CAP Partners

TRACTION

VALUATION / MARKET CAP:
$7.5 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$3.7 Millions
DATE OF LAST FUNDING:
Mar 2016
SEED & PRIOR FUNDING:
$3.7 Millions
SEED CLOSED ON:
Jun 2011
LISTED:
NO

MOST VIEWED RESEARCH


RECENT RESEARCH