Kivalia

wealthtech (retail)personal finance management

FOUNDING YEAR: 2011
LOCATION: United States
Last Update: 01/05/2020

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About

Kivalia is open investment advice platform

Focus

PRODUCTS & SERVICES

401(k) Guidance , Management Services. Investment advice platform for retirement plan savers.

REVENUE MODEL

Freemium based business Model

COMMENT

Provide instant and ongoing model portfolios & fund ratings and allows the individuals to follow their employer’s retirement plan.

People

FOUNDERS

Brian P. Murphy

Shuen Lo

Vincent Cocula

NUMBER OF EMPLOYEES

1-10

Momentum

FUNDED

NO

LISTED

NO

BASICS

FOUNDING YEAR:

2011

LOCATION:

United States

Views:

20 VISITORS | 28 VIEWS
TOTAL EMPLOYEES
1-10

About

Kivalia is open investment advice platform

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+
People+
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