• FOUNDING YEAR: 2011
    LOCATION:
    United States
    REGION:
    CA
    Last Update:
    27 Jun, 2019

Description

FOCUS

PRODUCTS & SERVICES:
401(k) Guidance , Management Services. Investment advice platform for retirement plan savers.
REVENUE MODEL:
Viewable by subscribers only
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

TRACTION

Insufficient information for accurate analysis

MOMENTUM

Insufficient information for accurate analysis

LATEST RESEARCH