• FOUNDING YEAR: 2007
    LOCATION:
    Lithuania
    REGION:
    NY
    Last Update:
    27 Jun, 2019
    Phone:
    +1 866-413-7883

Description

FOCUS

PRODUCTS & SERVICES:
Financial planner & investment advice tool. It helps users to make financial planning affordable, accessible and delightful.
REVENUE MODEL:
Viewable by subscribers only
MAIN CLIENTS:
American Express Ventures, Fidelity Institutional Wealth Services
EXISTING PARTNERSHIPS:
The company has partnership with GirlsGuideTo, Fidelity, etc.

PEOPLE

FOUNDERS:
Alexa Von Tobel
Board Members and Advisors:
Susan Lyne, Todd Ruppert, Theresia Gouw, Greg Coleman
NUMBER OF EMPLOYEES:
51-200
INVESTORS:
Northwestern Mutual,Accel Partners,American Express Ventures,Conversion Capital,American Express

TRACTION

VALUATION / MARKET CAP:
$250 MM in 2015
REVENUE:
-

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$69 Millions
SEED & PRIOR FUNDING:
$1.1 Millions
FUNDING SERIES:
SERIES A
$4.4 Millions Closed:
SERIES B
$19 Million Closed:
SERIES C
$44.5 Millions Closed:
LISTED:
NO

LATEST RESEARCH