• FOUNDING YEAR: 2011
    LOCATION:
    Canada
    REGION:
    TN
    Last Update:
    27 Jun, 2019

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:
1-10
INVESTORS:
CAP Partners

TRACTION

VALUATION / MARKET CAP:
$7.5 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$2.5 Millions
DATE OF LAST FUNDING:
Mar 2016
SEED & PRIOR FUNDING:
$2.5 Millions
SEED CLOSED ON:
Mar 2015

LATEST RESEARCH