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

Description

FOCUS

PRODUCTS & SERVICES:
Social Media for Finance and Insurance It facilitates financial advisors communication and engagement with their investors .
REVENUE MODEL:
Viewable by subscribers only
COMMENT
Investors will have constant access to their financial advisors providing the investor a greater deal of comfort and control, while providing access to more information and data on their investments in a secure and private environment.

PEOPLE

FOUNDERS:
Jason Bishara
Board Members and Advisors:
Richard Joyce
NUMBER OF EMPLOYEES:
1-10

TRACTION

VALUATION / MARKET CAP:
$20 MM in 2015

MOMENTUM

FUNDED:
YES
TOTAL FUNDING:
$3 Millions
SEED & PRIOR FUNDING:
$3 Millions

LATEST RESEARCH